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

Spotlight Asset 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 Q2	$1.86M	Sell	19,820 -1,700	-8%	-$158K	1.3%	16
2024 Q1	$2.04M	Buy	21,520 +351	+2%	+$33.3K	1.46%	16
2023 Q4	$1.94M	Hold	21,169	–	–	1.76%	15
2023 Q3	$1.94M	Sell	21,169 -2,564	-11%	-$242K	1.76%	15
2023 Q2	$2.29M	Buy	+23,733	New	+$2.33M	2.05%	14
2020 Q4	–	Sell	-5,884	Closed	-$717K	–	148
2020 Q3	$717K	Sell	5,884 -85	-1%	-$10.4K	0.28%	60
2020 Q2	$727K	Buy	+5,969	New	+$725K	0.3%	49

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJA

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

Spotlight Asset Group's IEF Position: Q2 2024 in Review

Spotlight Asset Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.9% in Q2 2024, selling an estimated $158K and leaving 19,820 shares worth $1.86M. The position accounts for 1.3% of the portfolio, ranked #16.

Spotlight Asset Group first reported a position in IEF in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.29M in Q2 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Spotlight Asset Group held 19,820 shares of iShares 7-10 Year Treasury Bond ETF worth $1.86M as of Q2 2024.
Spotlight Asset Group sold 1,700 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $158K.
iShares 7-10 Year Treasury Bond ETF made up 1.3% of Spotlight Asset Group's portfolio in Q2 2024, its #16 holding.
Spotlight Asset Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 7 quarters since.
Spotlight Asset Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.29M in Q2 2023.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.