Main Street Financial Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Main Street Financial Solutions’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17,089	Closed	-$1.65M	–	539
2023 Q4	$1.65M	Sell	17,089 -17,851	-51%	-$1.65M	0.21%	99
2023 Q3	$3.2M	Buy	34,940 +2,982	+9%	+$281K	0.45%	41
2023 Q2	$3.09M	Buy	31,958 +23,648	+285%	+$2.32M	0.42%	46
2023 Q1	$824K	Sell	8,310 -274	-3%	-$26.8K	0.12%	169
2022 Q4	$822K	Sell	8,584 -35	-0.4%	-$3.36K	0.13%	168
2022 Q3	$827K	Buy	+8,619	New	+$875K	0.14%	153
2022 Q2	–	Sell	-11,112	Closed	-$1.19M	–	467
2022 Q1	$1.19M	Buy	11,112 +661	+6%	+$73.4K	0.17%	124
2021 Q4	$1.2M	Sell	10,451 -12,501	-54%	-$1.44M	0.17%	132
2021 Q3	$2.65M	Buy	22,952 +8,542	+59%	+$999K	0.41%	52
2021 Q2	$1.66M	Sell	14,410 -26,332	-65%	-$3.01M	0.27%	86
2021 Q1	$4.6M	Buy	40,742 +6,413	+19%	+$747K	0.82%	28
2020 Q4	$4.12M	Buy	+34,329	New	+$4.13M	0.84%	29

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Main Street Financial Solutions's IEF Position: Q1 2024 in Review

Main Street Financial Solutions sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 17,089 shares — an estimated $1.65M sold.

Main Street Financial Solutions first reported a position in IEF in Q4 2020 and held it in 12 quarters. The position peaked at $4.6M in Q1 2021. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Main Street Financial Solutions reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Main Street Financial Solutions sold 17,089 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.65M.
Main Street Financial Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
Main Street Financial Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $4.6M in Q1 2021.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Main Street Financial Solutions's 13F filing for Q1 2024, filed 23 Apr 2024.