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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
2025
Q1 		– Sell
-10,000
Closed -$925K – 178
2024
Q4 		$925K Buy
+10,000
New +$945K 0.13% 85

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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.