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

Raymond James Financial Services 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 		$180M Buy
1,830,197
+84,552
+5% +$8.17M 0.24% 82
2024
Q2 		$163M Buy
1,745,645
+77,728
+5% +$7.22M 0.23% 86
2024
Q1 		$158M Buy
1,667,917
+20,763
+1% +$1.97M 0.23% 85
2023
Q4 		$159M Buy
1,647,154
+65,667
+4% +$6.07M 0.26% 78
2023
Q3 		$145M Sell
1,581,487
-69,300
-4% -$6.54M 0.26% 79
2023
Q2 		$159M Buy
1,650,787
+456,073
+38% +$44.8M 0.28% 75
2023
Q1 		$118M Buy
1,194,714
+426,984
+56% +$41.7M 0.22% 90
2022
Q4 		$73.5M Buy
767,730
+103,057
+16% +$9.9M 0.15% 152
2022
Q3 		$63.8M Buy
664,673
+256,910
+63% +$26.1M 0.14% 150
2022
Q2 		$41.7M Buy
407,763
+252,954
+163% +$26M 0.09% 223
2022
Q1 		$16.6M Sell
154,809
-24,422
-14% -$2.71M 0.03% 503
2021
Q4 		$20.6M Sell
179,231
-25,532
-12% -$2.93M 0.04% 446
2021
Q3 		$23.6M Sell
204,763
-7,357
-3% -$860K 0.05% 378
2021
Q2 		$24.5M Sell
212,120
-124,121
-37% -$14.2M 0.05% 372
2021
Q1 		$38M Sell
336,241
-120,143
-26% -$14M 0.09% 239
2020
Q4 		$54.8M Sell
456,384
-166,739
-27% -$20.1M 0.14% 158
2020
Q3 		$75.9M Sell
623,123
-34,203
-5% -$4.17M 0.22% 97
2020
Q2 		$80.1M Buy
657,326
+102,000
+18% +$12.4M 0.25% 85
2020
Q1 		$67.5M Buy
555,326
+61,852
+13% +$7.12M 0.29% 72
2019
Q4 		$54.4M Sell
493,474
-6,627
-1% -$739K 0.17% 121
2019
Q3 		$56.2M Buy
500,101
+174,973
+54% +$19.5M 0.2% 105
2019
Q2 		$35.8M Buy
325,128
+104,779
+48% +$11.2M 0.14% 162
2019
Q1 		$23.5M Buy
+220,349
New +$23M 0.1% 230
2018
Q4 		– Sell
-32,939
Closed -$3.33M – 2669
2018
Q3 		$3.33M Sell
32,939
-10,036
-23% -$1.02M 0.02% 813
2018
Q2 		$4.41M Sell
42,975
-1,085
-2% -$111K 0.02% 654
2018
Q1 		$4.55M Buy
+44,060
New +$4.54M 0.03% 591
2017
Q4 		– Sell
-111,654
Closed -$11.9M – 2600
2017
Q3 		$11.9M Sell
111,654
-75,136
-40% -$8.05M 0.08% 301
2017
Q2 		$19.9M Buy
186,790
+89,812
+93% +$9.59M 0.14% 168
2017
Q1 		$10.2M Sell
96,978
-27,318
-22% -$2.87M 0.08% 296
2016
Q4 		$13M Sell
124,296
-23,701
-16% -$2.55M 0.11% 226
2016
Q3 		$16.6M Sell
147,997
-20,557
-12% -$2.3M 0.15% 165
2016
Q2 		$19M Sell
168,554
-152,906
-48% -$16.9M 0.18% 135
2016
Q1 		$35.5M Buy
321,460
+188,421
+142% +$20.6M 0.41% 46
2015
Q4 		$14M Buy
133,039
+47,930
+56% +$5.11M 0.16% 164
2015
Q3 		$9.18M Buy
+85,109
New +$9.04M 0.15% 170
2015
Q2 		– Sell
-12,472
Closed -$1.35M – 691
2015
Q1 		$1.35M Buy
12,472
+2,204
+21% +$238K 0.07% 288
2014
Q4 		$1.09M Buy
+10,268
New +$1.08M 0.06% 326
2013
Q4 		– Sell
-50,797
Closed -$5.19M – 514
2013
Q3 		$5.19M Sell
50,797
-2,174
-4% -$220K 0.34% 80
2013
Q2 		$5.43M Buy
+52,971
New +$5.64M 0.16% 149

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

Raymond James Financial Services Advisors's IEF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.8% in Q3 2024, buying an estimated $8.17M and bringing the position to 1,830,197 shares worth $180M. The position accounts for 0.24% of the portfolio, ranked #82.

Raymond James Financial Services Advisors first reported a position in IEF in Q2 2013 and has held it in 39 quarters since. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,830,197 shares of iShares 7-10 Year Treasury Bond ETF worth $180M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 84,552 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $8.17M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.24% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #82 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 39 quarters since.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.