TAP Consulting’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TAP Consulting’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 Q4	$6.76M	Buy	73,107 +4,110	+6%	+$388K	1.38%	17
2024 Q3	$6.77M	Sell	68,997 -161	-0.2%	-$15.6K	1.33%	19
2024 Q2	$6.48M	Sell	69,158 -6,889	-9%	-$640K	1.37%	12
2024 Q1	$7.2M	Buy	76,047 +1,179	+2%	+$112K	1.58%	9
2023 Q4	$7.22M	Buy	74,868 +3,500	+5%	+$324K	1.72%	10
2023 Q3	$6.54M	Buy	71,368 +41,128	+136%	+$3.88M	1.68%	10
2023 Q2	$2.92M	Buy	30,240 +1,349	+5%	+$133K	0.72%	38
2023 Q1	$2.86M	Buy	+28,891	New	+$2.82M	0.7%	37

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.96% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TAP Consulting's IEF Position: Q4 2024 in Review

TAP Consulting increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6% in Q4 2024, buying an estimated $388K and bringing the position to 73,107 shares worth $6.76M. The position accounts for 1.38% of the portfolio, ranked #17.

TAP Consulting first reported a position in IEF in Q1 2023 and has held it in 8 quarters since. The position peaked at $7.22M in Q4 2023. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

TAP Consulting held 73,107 shares of iShares 7-10 Year Treasury Bond ETF worth $6.76M as of Q4 2024.
TAP Consulting bought 4,110 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $388K.
iShares 7-10 Year Treasury Bond ETF made up 1.38% of TAP Consulting's portfolio in Q4 2024, its #17 holding.
TAP Consulting first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
TAP Consulting's iShares 7-10 Year Treasury Bond ETF position peaked at $7.22M in Q4 2023.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.