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

Private Portfolio Partners’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 		$17.8M Buy
192,984
+3,197
+2% +$302K 3.28% 4
2024
Q3 		$18.6M Buy
+189,787
New +$18.3M 3.49% 4
2024
Q2 		– Sell
-185,545
Closed -$17.6M – 154
2024
Q1 		$17.6M Buy
185,545
+12,123
+7% +$1.15M 3.66% 4
2023
Q4 		$16.7M Buy
173,422
+70,522
+69% +$6.52M 3.84% 4
2023
Q3 		$9.42M Buy
102,900
+12,413
+14% +$1.17M 2.44% 8
2023
Q2 		$8.74M Buy
90,487
+7,696
+9% +$757K 2.24% 9
2023
Q1 		$8.21M Buy
82,791
+15,483
+23% +$1.51M 2.22% 9
2022
Q4 		$6.45M Buy
67,308
+8,716
+15% +$837K 1.7% 11
2022
Q3 		$5.62M Buy
58,592
+10,109
+21% +$1.03M 1.6% 12
2022
Q2 		$4.96M Buy
48,483
+21,803
+82% +$2.24M 1.38% 15
2022
Q1 		$2.87M Buy
26,680
+14,702
+123% +$1.63M 0.71% 32
2021
Q4 		$1.38M Buy
11,978
+717
+6% +$82.4K 0.35% 64
2021
Q3 		$1.3M Buy
11,261
+374
+3% +$43.7K 0.37% 62
2021
Q2 		$1.26M Buy
10,887
+2,937
+37% +$336K 0.36% 62
2021
Q1 		$898K Sell
7,950
-116
-1% -$13.5K 0.29% 78
2020
Q4 		$968K Buy
8,066
+975
+14% +$117K 0.34% 69
2020
Q3 		$864K Buy
7,091
+598
+9% +$73K 0.35% 66
2020
Q2 		$791K Buy
6,493
+2,575
+66% +$313K 0.37% 67
2020
Q1 		$476K Sell
3,918
-15,036
-79% -$1.73M 0.25% 95
2019
Q4 		$2.09M Buy
18,954
+465
+3% +$51.8K 0.91% 27
2019
Q3 		$2.08M Sell
18,489
-17,896
-49% -$2M 0.98% 23
2019
Q2 		$4M Buy
36,385
+4,109
+13% +$440K 1.72% 8
2019
Q1 		$3.44M Buy
32,276
+3,516
+12% +$368K 1.82% 8
2018
Q4 		$3M Buy
+28,760
New +$2.91M 1.85% 8

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Portfolio Partners's IEF Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.7% in Q4 2024, buying an estimated $302K and bringing the position to 192,984 shares worth $17.8M. The position accounts for 3.28% of the portfolio, ranked #4.

Private Portfolio Partners first reported a position in IEF in Q4 2018 and has held it in 24 quarters since. The position peaked at $18.6M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Private Portfolio Partners held 192,984 shares of iShares 7-10 Year Treasury Bond ETF worth $17.8M as of Q4 2024.
  • Private Portfolio Partners bought 3,197 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $302K.
  • iShares 7-10 Year Treasury Bond ETF made up 3.28% of Private Portfolio Partners's portfolio in Q4 2024, its #4 holding.
  • Private Portfolio Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $18.6M in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.