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 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

Starfox Financial Services's IEF Position: Q1 2024 in Review

Starfox Financial Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q1 2024, selling an estimated $57.3K and leaving 3,314 shares worth $304K. The position accounts for 0.26% of the portfolio, ranked #25.

Starfox Financial Services first reported a position in IEF in Q1 2022 and has held it in 9 quarters since. The position peaked at $14.4M in Q2 2022. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Starfox Financial Services held 3,314 shares of iShares 7-10 Year Treasury Bond ETF worth $304K as of Q1 2024.
Starfox Financial Services sold 605 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $57.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.26% of Starfox Financial Services's portfolio in Q1 2024, its #25 holding.
Starfox Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
Starfox Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $14.4M in Q2 2022.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.