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

Tradition 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 Q1	–	Sell	-66	Closed	-$6K	–	769
2023 Q4	$6K	Hold	66	–	–	﹤0.01%	1111
2023 Q3	$6K	Hold	66	–	–	﹤0.01%	1131
2023 Q2	$6K	Sell	66 -66	-50%	-$6.49K	﹤0.01%	1160
2023 Q1	$13K	Buy	+132	New	+$12.9K	﹤0.01%	933
2021 Q1	–	Sell	-1,239	Closed	-$149K	–	906
2020 Q4	$149K	Buy	+1,239	New	+$149K	0.03%	258

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tradition Wealth Management's IEF Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 66 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in IEF in Q4 2020 and held it in 5 quarters. The position peaked at $149K in Q4 2020. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Tradition Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 66 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Tradition Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $149K in Q4 2020.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.