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Steward Partners Investment Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Steward Partners Investment Solutions’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 		$1.66M Buy
+17,589
New +$1.67M 0.28% 78

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Steward Partners Investment Solutions's IEF Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024: 17,589 shares worth $1.66M. The stake represents 0.28% of the portfolio and ranks #78 among its holdings.

900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Steward Partners Investment Solutions held 17,589 shares of iShares 7-10 Year Treasury Bond ETF worth $1.66M as of Q1 2024.
  • iShares 7-10 Year Treasury Bond ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • iShares 7-10 Year Treasury Bond ETF made up 0.28% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #78 holding.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.