Maripau Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Maripau Wealth Management’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 Q3	–	Sell	-2,766	Closed	-$259K	–	84
2024 Q2	$259K	Buy	2,766 +87	+3%	+$8.08K	0.18%	118
2024 Q1	$254K	Sell	2,679 -143	-5%	-$13.6K	0.19%	110
2023 Q4	$272K	Sell	2,822 -115	-4%	-$10.6K	0.24%	85
2023 Q3	$269K	Sell	2,937 -358	-11%	-$33.8K	0.25%	76
2023 Q2	$318K	Buy	3,295 +849	+35%	+$83.5K	0.28%	64
2023 Q1	$242K	Sell	2,446 -1,211	-33%	-$118K	0.25%	69
2022 Q4	$365K	Buy	3,657 +262	+8%	+$25.2K	0.38%	52
2022 Q3	$321K	Buy	+3,395	New	+$344K	0.35%	56

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Maripau Wealth Management's IEF Position: Q3 2024 in Review

Maripau Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 2,766 shares — an estimated $259K sold.

Maripau Wealth Management first reported a position in IEF in Q3 2022 and held it in 8 quarters. The position peaked at $365K in Q4 2022. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Maripau Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Maripau Wealth Management sold 2,766 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $259K.
Maripau Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 8 quarters.
Maripau Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $365K in Q4 2022.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Maripau Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.