Sharkey, Howes & Javer’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sharkey, Howes & Javer’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	-2,321	Closed	-$224K	–	123
2023 Q4	$224K	Sell	2,321 -73,767	-97%	-$6.82M	0.04%	107
2023 Q3	$6.97M	Buy	76,088 +5,425	+8%	+$512K	1.33%	18
2023 Q2	$6.83M	Buy	70,663 +3,094	+5%	+$304K	1.29%	18
2023 Q1	$6.7M	Buy	67,569 +32,832	+95%	+$3.21M	1.44%	14
2022 Q4	$3.33M	Buy	+34,737	New	+$3.34M	0.76%	28
2019 Q3	–	Sell	-8	Closed	–	–	106
2019 Q2	$0	Hold	8	–	–	﹤0.01%	201
2019 Q1	$0	Hold	8	–	–	﹤0.01%	210
2018 Q4	$0	Hold	8	–	–	﹤0.01%	214
2018 Q3	$0	Hold	8	–	–	﹤0.01%	221
2018 Q2	$0	Hold	8	–	–	﹤0.01%	209
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	199
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	198
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	193
2017 Q2	$1K	Hold	8	–	–	﹤0.01%	191
2017 Q1	$1K	Hold	8	–	–	﹤0.01%	212
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	206
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	211
2016 Q2	$1K	Buy	+8	New	+$885	﹤0.01%	216

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

Sharkey, Howes & Javer's IEF Position: Q1 2024 in Review

Sharkey, Howes & Javer sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 2,321 shares — an estimated $224K sold.

Sharkey, Howes & Javer first reported a position in IEF in Q2 2016 and held it in 18 quarters. The position peaked at $6.97M in Q3 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Sharkey, Howes & Javer reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Sharkey, Howes & Javer sold 2,321 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $224K.
Sharkey, Howes & Javer first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 18 quarters.
Sharkey, Howes & Javer's iShares 7-10 Year Treasury Bond ETF position peaked at $6.97M in Q3 2023.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2024, filed 18 Apr 2024.