Sugarloaf Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sugarloaf Wealth Management’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 Q2	–	Sell	-72	Closed	-$6.82K	–	675
2024 Q1	$6.82K	Hold	72	–	–	﹤0.01%	514
2023 Q4	$6.94K	Hold	72	–	–	﹤0.01%	521
2023 Q3	$6.59K	Hold	72	–	–	﹤0.01%	513
2023 Q2	$6.96K	Hold	72	–	–	﹤0.01%	519
2023 Q1	$7.14K	Hold	72	–	–	﹤0.01%	511
2022 Q4	$6.9K	Hold	72	–	–	﹤0.01%	534
2022 Q3	$7K	Hold	72	–	–	﹤0.01%	567
2022 Q2	$7K	Hold	72	–	–	﹤0.01%	559
2022 Q1	$8K	Hold	72	–	–	﹤0.01%	509
2021 Q4	$8K	Hold	72	–	–	﹤0.01%	535
2021 Q3	$8K	Hold	72	–	–	﹤0.01%	539
2021 Q2	$8K	Buy	72 +71	+7,100%	+$8.13K	﹤0.01%	524
2021 Q1	$8K	Sell	1 -71	-99%	-$8.27K	﹤0.01%	521
2020 Q4	$9K	Hold	72	–	–	﹤0.01%	484
2020 Q3	$9K	Hold	72	–	–	﹤0.01%	467
2020 Q2	$9K	Hold	72	–	–	﹤0.01%	458
2020 Q1	$9K	Hold	72	–	–	﹤0.01%	444
2019 Q4	$8K	Buy	+72	New	+$8.03K	﹤0.01%	488

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sugarloaf Wealth Management's IEF Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 72 shares — an estimated $6.82K sold.

Sugarloaf Wealth Management first reported a position in IEF in Q4 2019 and held it in 18 quarters. The position peaked at $9K in Q4 2020. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Sugarloaf Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 72 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $6.82K.
Sugarloaf Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 18 quarters.
Sugarloaf Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $9K in Q4 2020.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.