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Nations Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Nations Financial Group’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
-31,999
Closed -$3M – 683
2024
Q2 		$3M Buy
31,999
+206
+0.6% +$19.1K 0.24% 96
2024
Q1 		$3.01M Buy
31,793
+5,467
+21% +$518K 0.25% 95
2023
Q4 		$2.54M Buy
26,326
+1,588
+6% +$147K 0.23% 106
2023
Q3 		$2.27M Buy
24,738
+1,333
+6% +$126K 0.23% 108
2023
Q2 		$2.26M Buy
+23,405
New +$2.3M 0.22% 109

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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
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

Nations Financial Group's IEF Position: Q3 2024 in Review

Nations Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 31,999 shares — an estimated $3M sold.

Nations Financial Group first reported a position in IEF in Q2 2023 and held it in 5 quarters. The position peaked at $3.01M in Q1 2024. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Nations Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Nations Financial Group sold 31,999 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $3M.
  • Nations Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 5 quarters.
  • Nations Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $3.01M in Q1 2024.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Nations Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.