Onyx Bridge Wealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Onyx Bridge Wealth 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
2023 Q4	–	Sell	-2,443	Closed	-$224K	–	260
2023 Q3	$224K	Buy	+2,443	New	+$230K	0.05%	204
2022 Q3	–	Sell	-2,657	Closed	-$277K	–	188
2022 Q2	$277K	Sell	2,657 -332	-11%	-$34.1K	0.12%	111
2022 Q1	$309K	Sell	2,989 -542	-15%	-$60.2K	0.12%	102
2021 Q4	$402K	Sell	3,531 -23	-0.6%	-$2.64K	0.14%	89
2021 Q3	$407K	Buy	3,554 +416	+13%	+$48.6K	0.15%	83
2021 Q2	$367K	Buy	+3,138	New	+$359K	0.16%	71

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Onyx Bridge Wealth Group's IEF Position: Q4 2023 in Review

Onyx Bridge Wealth Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 2,443 shares — an estimated $224K sold.

Onyx Bridge Wealth Group first reported a position in IEF in Q2 2021 and held it in 6 quarters. The position peaked at $407K in Q3 2021. 908 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Onyx Bridge Wealth Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 2,443 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $224K.
Onyx Bridge Wealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and held it in 6 quarters.
Onyx Bridge Wealth Group's iShares 7-10 Year Treasury Bond ETF position peaked at $407K in Q3 2021.
908 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2023, filed 31 Jan 2024.