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Summit Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Summit Financial Group’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 		$229K Sell
2,422
-332
-12% -$31.5K 0.08% 180
2023
Q4 		$265K Sell
2,754
-40
-1% -$3.7K 0.1% 164
2023
Q3 		$256K Sell
2,794
-400
-13% -$37.7K 0.11% 160
2023
Q2 		$309K Hold
3,194
– – 0.12% 149
2023
Q1 		$317K Sell
3,194
-20
-0.6% -$1.96K 0.12% 152
2022
Q4 		$308K Sell
3,214
-210
-6% -$20.2K 0.12% 154
2022
Q3 		$329K Sell
3,424
-3,629
-51% -$368K 0.14% 145
2022
Q2 		$771K Buy
7,053
+3,484
+98% +$358K 0.3% 94
2022
Q1 		$384K Sell
3,569
-45
-1% -$4.99K 0.13% 143
2021
Q4 		$416K Hold
3,614
– – 0.14% 140
2021
Q3 		$416K Hold
3,614
– – 0.15% 137
2021
Q2 		$417K Sell
3,614
-598
-14% -$68.4K 0.16% 135
2021
Q1 		$476K Hold
4,212
– – 0.2% 110
2020
Q4 		$505K Hold
4,212
– – 0.22% 98
2020
Q3 		$513K Sell
4,212
-200
-5% -$24.4K 0.25% 89
2020
Q2 		$538K Sell
4,412
-15
-0.3% -$1.82K 0.28% 82
2020
Q1 		$538K Hold
4,427
– – 0.32% 76
2019
Q4 		$488K Sell
4,427
-1,125
-20% -$125K 0.23% 94
2019
Q3 		$624K Sell
5,552
-395
-7% -$44.1K 0.32% 82
2019
Q2 		$654K Buy
+5,947
New +$637K 0.3% 81

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

Summit Financial Group's IEF Position: Q1 2024 in Review

Summit Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q1 2024, selling an estimated $31.5K and leaving 2,422 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #180.

Summit Financial Group first reported a position in IEF in Q2 2019 and has held it in 20 quarters since. The position peaked at $771K in Q2 2022. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Summit Financial Group held 2,422 shares of iShares 7-10 Year Treasury Bond ETF worth $229K as of Q1 2024.
  • Summit Financial Group sold 332 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $31.5K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Summit Financial Group's portfolio in Q1 2024, its #180 holding.
  • Summit Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 20 quarters since.
  • Summit Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $771K in Q2 2022.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.