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Turtle Creek Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Turtle Creek Wealth Advisors’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
Q3 		– Sell
-3
Closed -$281 – 182
2024
Q2 		$281 Buy
+3
New +$279 ﹤0.01% 193

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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Turtle Creek Wealth Advisors's IEF Position: Q3 2024 in Review

Turtle Creek Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 3 shares — an estimated $281 sold.

Turtle Creek Wealth Advisors first reported a position in IEF in Q2 2024 and held it in 1 quarter. The position peaked at $281 in Q2 2024. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Turtle Creek Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 3 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $281.
  • Turtle Creek Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $281 in Q2 2024.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.