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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Tyler-Stone Wealth Management's IEF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 23 shares — an estimated $2.15K sold.

Tyler-Stone Wealth Management first reported a position in IEF in Q4 2021 and held it in 10 quarters. The position peaked at $4K in Q2 2022. 940 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 23 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $2.15K.
Tyler-Stone Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4K in Q2 2022.
940 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.