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

Market Street Wealth Management Advisors’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
2023 Q4	–	Sell	-9,301	Closed	-$852K	–	99
2023 Q3	$852K	Sell	9,301 -4,719	-34%	-$445K	0.22%	55
2023 Q2	$1.35M	Sell	14,020 -1,849	-12%	-$182K	0.34%	42
2023 Q1	$1.57M	Sell	15,869 -2,965	-16%	-$290K	0.41%	38
2022 Q4	$1.8M	Sell	18,834 -4,788	-20%	-$460K	0.52%	39
2022 Q3	$2.27M	Buy	23,622 +11,654	+97%	+$1.18M	0.72%	30
2022 Q2	$1.22M	Buy	11,968 +9,138	+323%	+$938K	0.38%	52
2022 Q1	$304K	Buy	+2,830	New	+$314K	0.11%	69

Other funds holding IEF

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Market Street Wealth Management Advisors's IEF Position: Q4 2023 in Review

Market Street Wealth Management Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 9,301 shares — an estimated $852K sold.

Market Street Wealth Management Advisors first reported a position in IEF in Q1 2022 and held it in 7 quarters. The position peaked at $2.27M in Q3 2022. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Market Street Wealth Management Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Market Street Wealth Management Advisors sold 9,301 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $852K.
Market Street Wealth Management Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Market Street Wealth Management Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.27M in Q3 2022.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Market Street Wealth Management Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.