VitalStone Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

VitalStone Financial’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	$793K	Sell	8,087 -642	-7%	-$62.1K	0.54%	41
2024 Q2	$817K	Buy	8,729 +6,086	+230%	+$565K	0.59%	41
2024 Q1	$250K	Sell	2,643 -332	-11%	-$31.5K	0.19%	95
2023 Q4	$287K	Buy	2,975 +2,841	+2,120%	+$263K	0.23%	71
2023 Q3	$12K	Buy	+134	New	+$12.6K	0.01%	233

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VitalStone Financial's IEF Position: Q3 2024 in Review

VitalStone Financial reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.4% in Q3 2024, selling an estimated $62.1K and leaving 8,087 shares worth $793K. The position accounts for 0.54% of the portfolio, ranked #41.

VitalStone Financial first reported a position in IEF in Q3 2023 and has held it in 5 quarters since. The position peaked at $817K in Q2 2024. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

VitalStone Financial held 8,087 shares of iShares 7-10 Year Treasury Bond ETF worth $793K as of Q3 2024.
VitalStone Financial sold 642 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $62.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.54% of VitalStone Financial's portfolio in Q3 2024, its #41 holding.
VitalStone Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
VitalStone Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $817K in Q2 2024.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.