Q3 Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Q3 Asset 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 Q4	–	Sell	-43,587	Closed	-$4.28M	–	54
2024 Q3	$4.28M	Buy	+43,587	New	+$4.21M	1%	15
2023 Q2	–	Sell	-17,199	Closed	-$1.7M	–	56
2023 Q1	$1.7M	Buy	+17,199	New	+$1.68M	1.42%	16
2022 Q1	–	Sell	-20,099	Closed	-$2.31M	–	49
2021 Q4	$2.31M	Buy	+20,099	New	+$2.31M	0.98%	19
2020 Q2	–	Sell	-14,306	Closed	-$1.74M	–	34
2020 Q1	$1.74M	Buy	+14,306	New	+$1.65M	1.78%	13
2019 Q4	–	Sell	-19,623	Closed	-$2.21M	–	34
2019 Q3	$2.21M	Buy	19,623 +15,750	+407%	+$1.76M	5.5%	9
2019 Q2	$425K	Sell	3,873 -718,060	-99%	-$77M	1%	18
2019 Q1	$1.73M	Buy	+721,933	New	+$75.5M	4.66%	8

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Q3 Asset Management's IEF Position: Q4 2024 in Review

Q3 Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 43,587 shares — an estimated $4.28M sold.

Q3 Asset Management first reported a position in IEF in Q1 2019 and held it in 7 quarters. The position peaked at $4.28M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Q3 Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Q3 Asset Management sold 43,587 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $4.28M.
Q3 Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 7 quarters.
Q3 Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.28M in Q3 2024.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Q3 Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.