Private Ocean’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Private Ocean’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 Q2	$1.41K	Hold	15	–	–	﹤0.01%	543
2024 Q1	$1.42K	Hold	15	–	–	﹤0.01%	464
2023 Q4	$1.45K	Hold	15	–	–	﹤0.01%	469
2023 Q3	$1.37K	Hold	15	–	–	﹤0.01%	455
2023 Q2	$1.45K	Sell	15 -169	-92%	-$16.6K	﹤0.01%	507
2023 Q1	$18.2K	Buy	184 +169	+1,127%	+$16.5K	﹤0.01%	325
2022 Q4	$1.44K	Sell	15 -18	-55%	-$1.73K	﹤0.01%	495
2022 Q3	$3K	Buy	33 +18	+120%	+$1.83K	﹤0.01%	455
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	447
2022 Q1	$2K	Buy	+15	New	+$1.67K	﹤0.01%	500

Other funds holding IEF

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

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

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

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

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

RJA

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

Private Ocean's IEF Position: Q2 2024 in Review

Private Ocean held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2024 at 15 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Private Ocean first reported a position in IEF in Q1 2022 and has held it in 10 quarters since. The position peaked at $18.2K in Q1 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Private Ocean held 15 shares of iShares 7-10 Year Treasury Bond ETF worth $1.41K as of Q2 2024.
Private Ocean left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2024.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #543 holding.
Private Ocean first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 10 quarters since.
Private Ocean's iShares 7-10 Year Treasury Bond ETF position peaked at $18.2K in Q1 2023.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.