Steel Grove Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Steel Grove Capital Advisors’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 Q3	–	Sell	-10,000	Closed	-$937K	–	181
2024 Q2	$937K	Hold	10,000	–	–	0.13%	84
2024 Q1	$947	Buy	+10,000	New	+$948K	﹤0.01%	217
2023 Q1	–	Sell	-140	Closed	-$13.4K	–	194
2022 Q4	$13.4K	Buy	+140	New	+$13.4K	﹤0.01%	181
2021 Q4	–	Sell	-6,242	Closed	-$719K	–	154
2021 Q3	$719K	Sell	6,242 -2,128	-25%	-$249K	0.16%	78
2021 Q2	$967K	Hold	8,370	–	–	0.26%	73
2021 Q1	$945K	Hold	8,370	–	–	0.31%	72
2020 Q4	$1M	Buy	+8,370	New	+$1.01M	0.33%	68

Other funds holding IEF

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

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steel Grove Capital Advisors's IEF Position: Q3 2024 in Review

Steel Grove Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 10,000 shares — an estimated $937K sold.

Steel Grove Capital Advisors first reported a position in IEF in Q4 2020 and held it in 7 quarters. The position peaked at $1M in Q4 2020. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Steel Grove Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Steel Grove Capital Advisors sold 10,000 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $937K.
Steel Grove Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Steel Grove Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1M in Q4 2020.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.