NPP
IEF icon

New Potomac Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

New Potomac Partners’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 		$1.45M Sell
14,823
-65
-0.4% -$6.28K 0.75% 46
2024
Q2 		$1.39M Buy
14,888
+260
+2% +$24.2K 0.76% 45
2024
Q1 		$1.38M Buy
14,628
+1,560
+12% +$148K 0.77% 47
2023
Q4 		$1.26M Buy
13,068
+3,285
+34% +$304K 0.75% 46
2023
Q3 		$896K Buy
+9,783
New +$923K 0.62% 54

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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

New Potomac Partners's IEF Position: Q3 2024 in Review

New Potomac Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.44% in Q3 2024, selling an estimated $6.28K and leaving 14,823 shares worth $1.45M. The position accounts for 0.75% of the portfolio, ranked #46.

New Potomac Partners first reported a position in IEF in Q3 2023 and has held it in 5 quarters since. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • New Potomac Partners held 14,823 shares of iShares 7-10 Year Treasury Bond ETF worth $1.45M as of Q3 2024.
  • New Potomac Partners sold 65 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $6.28K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.75% of New Potomac Partners's portfolio in Q3 2024, its #46 holding.
  • New Potomac Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • 940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.