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Naples Money Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Naples Money 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
Q3 		– Sell
-9
Closed -$834 – 412
2024
Q2 		$834 Hold
9
– – ﹤0.01% 358
2024
Q1 		$852 Hold
9
– – ﹤0.01% 365
2023
Q4 		$868 Buy
+9
New +$832 ﹤0.01% 379

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Naples Money Management's IEF Position: Q3 2024 in Review

Naples Money Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 9 shares — an estimated $834 sold.

Naples Money Management first reported a position in IEF in Q4 2023 and held it in 3 quarters. The position peaked at $868 in Q4 2023. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Naples Money Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 9 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $834.
  • Naples Money Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's iShares 7-10 Year Treasury Bond ETF position peaked at $868 in Q4 2023.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.