O'Dell Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

O'Dell 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 Q1	–	Sell	-103	Closed	-$9.93K	–	263
2023 Q4	$9.93K	Buy	+103	New	+$9.53K	﹤0.01%	349
2023 Q3	–	Sell	-151	Closed	-$14.6K	–	254
2023 Q2	$14.6K	Buy	+151	New	+$14.8K	﹤0.01%	309
2022 Q4	–	Sell	-206	Closed	-$20K	–	221
2022 Q3	$20K	Buy	+206	New	+$20.9K	0.01%	228
2022 Q2	–	Sell	-198	Closed	-$21K	–	501
2022 Q1	$21K	Hold	198	–	–	0.01%	249
2021 Q4	$23K	Sell	198 -413	-68%	-$47.5K	0.01%	226
2021 Q3	$70K	Sell	611 -49,053	-99%	-$5.74M	0.02%	135
2021 Q2	$5.74M	Buy	49,664 +717	+1%	+$82.1K	1.82%	15
2021 Q1	$5.53M	Sell	48,947 -86,104	-64%	-$10M	1.94%	15
2020 Q4	$16.2M	Buy	135,051 +3,059	+2%	+$368K	6.31%	5
2020 Q3	$16.1M	Buy	131,992 +2,611	+2%	+$319K	7.79%	5
2020 Q2	$15.8M	Buy	129,381 +3,328	+3%	+$404K	8.26%	5
2020 Q1	$15.3M	Buy	126,053 +13,248	+12%	+$1.52M	9.96%	4
2019 Q4	$12.4M	Buy	112,805 +9,721	+9%	+$1.08M	6.23%	5
2019 Q3	$11.6M	Buy	+103,084	New	+$11.5M	6.49%	5

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

O'Dell Group's IEF Position: Q1 2024 in Review

O'Dell Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 103 shares — an estimated $9.93K sold.

O'Dell Group first reported a position in IEF in Q3 2019 and held it in 14 quarters. The position peaked at $16.2M in Q4 2020. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

O'Dell Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 103 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $9.93K.
O'Dell Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 14 quarters.
O'Dell Group's iShares 7-10 Year Treasury Bond ETF position peaked at $16.2M in Q4 2020.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.