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

Wealth Quarterback’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 Q1	–	Sell	-2,650	Closed	-$255K	–	123
2023 Q4	$255K	Sell	2,650 -284	-10%	-$26.3K	0.16%	98
2023 Q3	$269K	Sell	2,934 -2,008	-41%	-$189K	0.23%	84
2023 Q2	$477K	Sell	4,942 -544	-10%	-$53.5K	0.33%	67
2023 Q1	$544K	Sell	5,486 -534	-9%	-$52.2K	0.46%	50
2022 Q4	$577K	Sell	6,020 -2,048	-25%	-$197K	0.48%	49
2022 Q3	$774K	Sell	8,068 -337	-4%	-$34.2K	0.82%	35
2022 Q2	$860K	Buy	+8,405	New	+$862K	0.67%	35
2021 Q3	$1.55M	Sell	14,834 -1,715	-10%	-$201K	1.03%	14
2021 Q2	$1.91M	Buy	+16,549	New	+$1.89M	1.16%	16
2020 Q4	$9.85M	Buy	82,154 +39,459	+92%	+$4.75M	8.19%	1
2020 Q3	$5.2M	Hold	42,695	–	–	4.77%	2
2020 Q2	$5.2M	Buy	42,695 +20,133	+89%	+$2.45M	4.77%	2
2020 Q1	$2.78M	Buy	22,562 +11,715	+108%	+$1.35M	2.55%	4
2019 Q4	$1.2M	Buy	+10,847	New	+$1.21M	1.04%	23

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wealth Quarterback's IEF Position: Q1 2024 in Review

Wealth Quarterback sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 2,650 shares — an estimated $255K sold.

Wealth Quarterback first reported a position in IEF in Q4 2019 and held it in 14 quarters. The position peaked at $9.85M in Q4 2020. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Wealth Quarterback reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Wealth Quarterback sold 2,650 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $255K.
Wealth Quarterback first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 14 quarters.
Wealth Quarterback's iShares 7-10 Year Treasury Bond ETF position peaked at $9.85M in Q4 2020.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Wealth Quarterback's 13F filing for Q1 2024, filed 9 May 2024.