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

Tyler-Stone 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
Q3 		– Sell
-23
Closed -$2.15K – 593
2024
Q2 		$2.15K Hold
23
– – ﹤0.01% 843
2024
Q1 		$2.18K Hold
23
– – ﹤0.01% 840
2023
Q4 		$2.22K Hold
23
– – ﹤0.01% 804
2023
Q3 		$2K Hold
23
– – ﹤0.01% 816
2023
Q2 		$2K Buy
+23
New +$2.26K ﹤0.01% 803
2022
Q4 		$3K Hold
35
– – ﹤0.01% 719
2022
Q3 		$3K Hold
35
– – ﹤0.01% 712
2022
Q2 		$4K Hold
35
– – ﹤0.01% 691
2022
Q1 		$4K Hold
35
– – ﹤0.01% 698
2021
Q4 		$4K Buy
+35
New +$4.02K ﹤0.01% 726

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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