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

TrinityPoint Wealth’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	$3.31M	Sell	35,805 -11,212	-24%	-$1.06M	0.47%	56
2024 Q3	$4.61M	Buy	47,017 +965	+2%	+$93.3K	0.66%	33
2024 Q2	$4.31M	Buy	46,052 +1,389	+3%	+$129K	0.67%	30
2024 Q1	$4.23M	Buy	44,663 +11,292	+34%	+$1.07M	0.7%	30
2023 Q4	$3.22M	Buy	33,371 +15,222	+84%	+$1.41M	0.58%	37
2023 Q3	$1.66M	Buy	18,149 +8,494	+88%	+$801K	0.33%	83
2023 Q2	$933K	Buy	+9,655	New	+$949K	0.18%	122
2022 Q4	–	Sell	-2,268	Closed	-$218K	–	285
2022 Q3	$218K	Sell	2,268 -355	-14%	-$36K	0.05%	250
2022 Q2	$268K	Buy	2,623 +19	+0.7%	+$1.95K	0.06%	225
2022 Q1	$280K	Buy	2,604 +864	+50%	+$95.9K	0.05%	255
2021 Q4	$200K	Buy	+1,740	New	+$200K	0.04%	299

Other funds holding IEF

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TrinityPoint Wealth's IEF Position: Q4 2024 in Review

TrinityPoint Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 24% in Q4 2024, selling an estimated $1.06M and leaving 35,805 shares worth $3.31M. The position accounts for 0.47% of the portfolio, ranked #56.

TrinityPoint Wealth first reported a position in IEF in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.61M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

TrinityPoint Wealth held 35,805 shares of iShares 7-10 Year Treasury Bond ETF worth $3.31M as of Q4 2024.
TrinityPoint Wealth sold 11,212 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.06M.
iShares 7-10 Year Treasury Bond ETF made up 0.47% of TrinityPoint Wealth's portfolio in Q4 2024, its #56 holding.
TrinityPoint Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 11 quarters since.
TrinityPoint Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $4.61M in Q3 2024.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.