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Quattro Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quattro Financial Advisors’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
Q3 		– Sell
-26,380
Closed -$2.47M – 83
2024
Q2 		$2.47M Buy
26,380
+581
+2% +$54K 0.65% 34
2024
Q1 		$2.44M Buy
25,799
+25,703
+26,774% +$2.44M 0.69% 31
2023
Q4 		$2.52M Buy
+96
New +$8.88K 0.87% 27
2020
Q2 		– Sell
-402,464
Closed -$19.5M – 42
2020
Q1 		$19.5M Buy
402,464
+214,541
+114% +$24.7M 7.11% 3
2019
Q4 		$20.9M Sell
187,923
-33,498
-15% -$3.73M 6.74% 5
2019
Q3 		$25.1M Buy
221,421
+1,004
+0.5% +$112K 7.63% 4
2019
Q2 		$24.2M Buy
+220,417
New +$23.6M 7.47% 4
2019
Q1 		– Sell
-141,285
Closed -$14.7M – 39
2018
Q4 		$14.7M Buy
+141,285
New +$14.3M 5.08% 5
2018
Q1 		– Sell
-4,050
Closed -$422K – 81
2017
Q4 		$422K Sell
4,050
-1,311
-24% -$139K 0.12% 47
2017
Q3 		$569K Sell
5,361
-2,338
-30% -$251K 0.17% 61
2017
Q2 		$819K Sell
7,699
-92,244
-92% -$9.85M 0.33% 41
2017
Q1 		$10.5M Buy
+99,943
New +$10.5M 5.29% 4

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Quattro Financial Advisors's IEF Position: Q3 2024 in Review

Quattro Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 26,380 shares — an estimated $2.47M sold.

Quattro Financial Advisors first reported a position in IEF in Q1 2017 and held it in 12 quarters. The position peaked at $25.1M in Q3 2019. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Quattro Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Quattro Financial Advisors sold 26,380 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $2.47M.
  • Quattro Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and held it in 12 quarters.
  • Quattro Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $25.1M in Q3 2019.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Quattro Financial Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.