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Mine & Arao Wealth Creation & Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-156
Closed -$14.8K – 207
2024
Q1 		$14.8K Hold
156
– – 0.01% 189
2023
Q4 		$15K Hold
156
– – 0.01% 190
2023
Q3 		$14.3K Hold
156
– – 0.01% 189
2023
Q2 		$15.1K Hold
156
– – 0.01% 196
2023
Q1 		$15.5K Hold
156
– – 0.01% 201
2022
Q4 		$14.9K Hold
156
– – 0.01% 198
2022
Q3 		$15K Hold
156
– – 0.01% 199
2022
Q2 		$16K Hold
156
– – 0.01% 203
2022
Q1 		$17K Hold
156
– – 0.01% 207
2021
Q4 		$18K Hold
156
– – 0.01% 205
2021
Q3 		$18K Hold
156
– – 0.01% 208
2021
Q2 		$18K Hold
156
– – 0.01% 199
2021
Q1 		$18K Hold
156
– – 0.01% 189
2020
Q4 		$19K Hold
156
– – 0.01% 179
2020
Q3 		$19K Hold
156
– – 0.02% 166
2020
Q2 		$19K Hold
156
– – 0.02% 154
2020
Q1 		$19K Hold
156
– – 0.02% 147
2019
Q4 		$17K Buy
+156
New +$17.4K 0.02% 177

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IEF Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 156 shares — an estimated $14.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in IEF in Q4 2019 and held it in 18 quarters. The position peaked at $19K in Q4 2020. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 156 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $14.8K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's iShares 7-10 Year Treasury Bond ETF position peaked at $19K in Q4 2020.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.