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Quotient Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quotient Wealth 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
Q1 		– Sell
-2,955
Closed -$285K – 301
2023
Q4 		$285K Buy
+2,955
New +$273K 0.01% 231

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Quotient Wealth Partners's IEF Position: Q1 2024 in Review

Quotient Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 2,955 shares — an estimated $285K sold.

Quotient Wealth Partners first reported a position in IEF in Q4 2023 and held it in 1 quarter. The position peaked at $285K in Q4 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Quotient Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 2,955 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $285K.
  • Quotient Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Quotient Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $285K in Q4 2023.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Quotient Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.