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Mason & Associates (California)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mason & Associates (California)’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
Q4 		– Sell
-137,224
Closed -$13.5M – 112
2024
Q3 		$13.5M Buy
137,224
+49,488
+56% +$4.78M 3.36% 7
2024
Q2 		$8.22M Buy
87,736
+5,644
+7% +$524K 2.19% 10
2024
Q1 		$7.77M Buy
+82,092
New +$7.78M 2.07% 10

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mason & Associates (California)'s IEF Position: Q4 2024 in Review

Mason & Associates (California) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 137,224 shares — an estimated $13.5M sold.

Mason & Associates (California) first reported a position in IEF in Q1 2024 and held it in 3 quarters. The position peaked at $13.5M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Mason & Associates (California) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 137,224 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $13.5M.
  • Mason & Associates (California) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Mason & Associates (California)'s iShares 7-10 Year Treasury Bond ETF position peaked at $13.5M in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Mason & Associates (California)'s 13F filing for Q4 2024, filed 14 Jan 2025.