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

Rollins Financial’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
2023 Q4	$935K	Buy	+9,700	New	+$897K	0.2%	51

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rollins Financial's IEF Position: Q4 2023 in Review

Rollins Financial opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023: 9,700 shares worth $935K. The stake represents 0.2% of the portfolio and ranks #51 among its holdings.

908 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Rollins Financial held 9,700 shares of iShares 7-10 Year Treasury Bond ETF worth $935K as of Q4 2023.
iShares 7-10 Year Treasury Bond ETF was a new Rollins Financial position in Q4 2023.
iShares 7-10 Year Treasury Bond ETF made up 0.2% of Rollins Financial's portfolio in Q4 2023, its #51 holding.
908 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.