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McClarren Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

McClarren Financial 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
2024
Q1 		– Sell
-123
Closed -$12K – 383
2023
Q4 		$12K Buy
+123
New +$11.4K 0.01% 261

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McClarren Financial Advisors's IEF Position: Q1 2024 in Review

McClarren Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 123 shares — an estimated $12K sold.

McClarren Financial Advisors first reported a position in IEF in Q4 2023 and held it in 1 quarter. The position peaked at $12K in Q4 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • McClarren Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 123 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $12K.
  • McClarren Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • McClarren Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $12K in Q4 2023.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.