One Charles Private Wealth Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

One Charles Private Wealth Services’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	-13,393	Closed	-$1.25M	–	156
2024 Q2	$1.25M	Buy	13,393 +179	+1%	+$16.6K	0.52%	41
2024 Q1	$1.25M	Buy	13,214 +4,573	+53%	+$433K	0.54%	39
2023 Q4	$833K	Buy	8,641 +4,164	+93%	+$385K	0.44%	49
2023 Q3	$410K	Buy	4,477 +818	+22%	+$77.2K	0.24%	68
2023 Q2	$353K	Buy	+3,659	New	+$360K	0.21%	83

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

One Charles Private Wealth Services's IEF Position: Q3 2024 in Review

One Charles Private Wealth Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 13,393 shares — an estimated $1.25M sold.

One Charles Private Wealth Services first reported a position in IEF in Q2 2023 and held it in 5 quarters. The position peaked at $1.25M in Q2 2024. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

One Charles Private Wealth Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
One Charles Private Wealth Services sold 13,393 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.25M.
One Charles Private Wealth Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 5 quarters.
One Charles Private Wealth Services's iShares 7-10 Year Treasury Bond ETF position peaked at $1.25M in Q2 2024.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on One Charles Private Wealth Services's 13F filing for Q3 2024, filed 12 Nov 2024.