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

Starfox Financial Services’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	$304K	Sell	3,314 -605	-15%	-$57.3K	0.26%	25
2023 Q4	$378K	Sell	3,919 -413	-10%	-$38.2K	0.35%	22
2023 Q3	$397K	Sell	4,332 -137,264	-97%	-$12.9M	0.43%	19
2023 Q2	$13.7M	Sell	141,596 -202	-0.1%	-$19.9K	14.08%	2
2023 Q1	$14.1M	Buy	141,798 +2,946	+2%	+$288K	14.64%	2
2022 Q4	$13.3M	Buy	138,852 +1,225	+0.9%	+$118K	13.27%	2
2022 Q3	$13.2M	Sell	137,627 -3,303	-2%	-$335K	12.89%	2
2022 Q2	$14.4M	Hold	140,930	–	–	11.39%	2
2022 Q1	$14.4M	Buy	+140,930	New	+$15.6M	11.39%	2

Other funds holding IEF

Fidelity Investments

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group

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

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return