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

Napa 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
Q1 		– Sell
-21,297
Closed -$2.05M – 87
2023
Q4 		$2.05M Buy
+21,297
New +$1.97M 1.11% 26

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

Napa Wealth Management's IEF Position: Q1 2024 in Review

Napa Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 21,297 shares — an estimated $2.05M sold.

Napa Wealth Management first reported a position in IEF in Q4 2023 and held it in 1 quarter. The position peaked at $2.05M in Q4 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Napa Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Napa Wealth Management sold 21,297 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $2.05M.
  • Napa Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Napa Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.05M in Q4 2023.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.