OPWM
IEF icon

Oxinas Partners Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Oxinas Partners Wealth Management’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
-5,421
Closed -$523K – 129
2023
Q4 		$523K Sell
5,421
-711
-12% -$65.8K 0.37% 60
2023
Q3 		$562K Buy
6,132
+412
+7% +$38.9K 0.42% 52
2023
Q2 		$553K Buy
+5,720
New +$562K 0.36% 57

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Oxinas Partners Wealth Management's IEF Position: Q1 2024 in Review

Oxinas Partners Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 5,421 shares — an estimated $523K sold.

Oxinas Partners Wealth Management first reported a position in IEF in Q2 2023 and held it in 3 quarters. The position peaked at $562K in Q3 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Oxinas Partners Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 5,421 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $523K.
  • Oxinas Partners Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 3 quarters.
  • Oxinas Partners Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $562K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.