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

Retirement 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 Q1	$52.3K	Buy	553 +3	+0.5%	+$284	0.02%	230
2023 Q4	$53K	Buy	550 +359	+188%	+$33.2K	0.02%	211
2023 Q3	$17.5K	Sell	191 -6,780	-97%	-$639K	0.01%	334
2023 Q2	$673K	Buy	6,971 +6,262	+883%	+$616K	0.28%	53
2023 Q1	$70K	Buy	709 +518	+271%	+$50.6K	0.03%	164
2022 Q4	$18K	Buy	+191	New	+$18.3K	0.01%	291
2022 Q3	–	Sell	-227	Closed	-$23K	–	632
2022 Q2	$23K	Buy	227 +72	+46%	+$7.39K	0.01%	298
2022 Q1	$17K	Hold	155	–	–	0.01%	366
2021 Q4	$18K	Sell	155 -105	-40%	-$12.1K	0.01%	350
2021 Q3	$30K	Hold	260	–	–	0.01%	267
2021 Q2	$30K	Sell	260 -104	-29%	-$11.9K	0.01%	275
2021 Q1	$41K	Buy	364 +1	+0.3%	+$117	0.02%	300
2020 Q4	$43K	Hold	363	–	–	0.02%	276
2020 Q3	$44K	Buy	363 +105	+41%	+$12.8K	0.02%	261
2020 Q2	$31K	Buy	+258	New	+$31.3K	0.02%	278
2019 Q4	$29K	Buy	+265	New	+$29.5K	0.02%	281

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Retirement Group's IEF Position: Q1 2024 in Review

Retirement Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.55% in Q1 2024, buying an estimated $284 and bringing the position to 553 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #230.

Retirement Group first reported a position in IEF in Q4 2019 and has held it in 16 quarters since. The position peaked at $673K in Q2 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Retirement Group held 553 shares of iShares 7-10 Year Treasury Bond ETF worth $52.3K as of Q1 2024.
Retirement Group bought 3 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $284.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #230 holding.
Retirement Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's iShares 7-10 Year Treasury Bond ETF position peaked at $673K in Q2 2023.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.