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

Vigilare 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 Q4	–	Sell	-49,016	Closed	-$4.81M	–	91
2024 Q3	$4.81M	Buy	49,016 +41,938	+593%	+$4.05M	1.94%	9
2024 Q2	$663K	Buy	7,078 +220	+3%	+$20.4K	0.29%	43
2024 Q1	$649K	Sell	6,858 -22,284	-76%	-$2.11M	0.32%	39
2023 Q4	$2.81M	Buy	+29,142	New	+$2.7M	1.45%	13
2020 Q1	–	Sell	-2,620	Closed	-$298K	–	129
2019 Q4	$298K	Buy	+2,620	New	+$292K	0.2%	107

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

Vigilare Wealth Management's IEF Position: Q4 2024 in Review

Vigilare Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 49,016 shares — an estimated $4.81M sold.

Vigilare Wealth Management first reported a position in IEF in Q4 2019 and held it in 5 quarters. The position peaked at $4.81M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Vigilare Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Vigilare Wealth Management sold 49,016 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $4.81M.
Vigilare Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Vigilare Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.81M in Q3 2024.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Vigilare Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.