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ProVise Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

ProVise Management 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
2024
Q4 		– Sell
-21,188
Closed -$2.08M – 274
2024
Q3 		$2.08M Buy
21,188
+16,950
+400% +$1.64M 0.16% 111
2024
Q2 		$397K Buy
+4,238
New +$394K 0.03% 210
2024
Q1 		– Sell
-5,124
Closed -$494K – 318
2023
Q4 		$494K Sell
5,124
-1,734
-25% -$160K 0.04% 223
2023
Q3 		$628K Sell
6,858
-9,665
-58% -$912K 0.06% 204
2023
Q2 		$1.6M Buy
+16,523
New +$1.62M 0.14% 139
2022
Q2 		– Sell
-4,919
Closed -$529K – 341
2022
Q1 		$529K Buy
4,919
+3,175
+182% +$352K 0.05% 223
2021
Q4 		$201K Hold
1,744
– – 0.02% 374
2021
Q3 		$201K Hold
1,744
– – 0.02% 357
2021
Q2 		$201K Buy
+1,744
New +$200K 0.02% 372
2021
Q1 		– Sell
-1,744
Closed -$209K – 358
2020
Q4 		$209K Sell
1,744
-5
-0.3% -$602 0.02% 317
2020
Q3 		$213K Hold
1,749
– – 0.03% 266
2020
Q2 		$213K Hold
1,749
– – 0.03% 251
2020
Q1 		$212K Buy
+1,749
New +$201K 0.04% 235
2019
Q1 		– Sell
-2,144
Closed -$223K – 310
2018
Q4 		$223K Hold
2,144
– – 0.04% 264
2018
Q3 		$217K Hold
2,144
– – 0.03% 296
2018
Q2 		$220 Hold
2,144
– – 0.02% 297
2018
Q1 		$221K Hold
2,144
– – 0.03% 278
2017
Q4 		$226K Buy
+2,144
New +$227K 0.03% 291
2015
Q4 		– Sell
-3,829
Closed -$413K – 296
2015
Q3 		$413K Buy
+3,829
New +$407K 0.1% 181

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $424B AUM 22.96% 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 $202B AUM 37.79% 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

ProVise Management Group's IEF Position: Q4 2024 in Review

ProVise Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 21,188 shares — an estimated $2.08M sold.

ProVise Management Group first reported a position in IEF in Q3 2015 and held it in 19 quarters. The position peaked at $2.08M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • ProVise Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • ProVise Management Group sold 21,188 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.08M.
  • ProVise Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 19 quarters.
  • ProVise Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.08M in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on ProVise Management Group's 13F filing for Q4 2024, filed 11 Feb 2025.