OLIO Financial Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

OLIO Financial Planning’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 Q4	–	Sell	-31,460	Closed	-$3.04M	–	62
2024 Q3	$3.04M	Hold	31,460	–	–	1.28%	16
2024 Q2	$3.04M	Hold	31,460	–	–	1.28%	16
2024 Q1	$3.04M	Hold	31,460	–	–	1.28%	16
2023 Q4	$3.04M	Sell	31,460 -768	-2%	-$71K	1.27%	16
2023 Q3	$2.95M	Sell	32,228 -3,766	-10%	-$355K	1.39%	16
2023 Q2	$3.48M	Sell	35,994 -5,866	-14%	-$577K	1.65%	16
2023 Q1	$4.15M	Sell	41,860 -16,929	-29%	-$1.65M	2.15%	12
2022 Q4	$5.63M	Sell	58,789 -31,553	-35%	-$3.03M	3.06%	10
2022 Q3	$8.67M	Sell	90,342 -10,229	-10%	-$1.04M	5.15%	7
2022 Q2	$10.3M	Sell	100,571 -267	-0.3%	-$27.4K	5.78%	6
2022 Q1	$10.8M	Sell	100,838 -1,811	-2%	-$201K	6.2%	6
2021 Q4	$11.8M	Buy	+102,649	New	+$11.8M	7.01%	6

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OLIO Financial Planning's IEF Position: Q4 2024 in Review

OLIO Financial Planning sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 31,460 shares — an estimated $3.04M sold.

OLIO Financial Planning first reported a position in IEF in Q4 2021 and held it in 12 quarters. The position peaked at $11.8M in Q4 2021. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

OLIO Financial Planning reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
OLIO Financial Planning sold 31,460 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $3.04M.
OLIO Financial Planning first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
OLIO Financial Planning's iShares 7-10 Year Treasury Bond ETF position peaked at $11.8M in Q4 2021.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on OLIO Financial Planning's 13F filing for Q4 2024, filed 21 Jan 2025.