WealthPLAN Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-5	Closed	-$483	–	685
2023 Q2	$483	Hold	5	–	–	﹤0.01%	1181
2023 Q1	$496	Buy	+5	New	+$489	﹤0.01%	1249
2016 Q3	$15.6K	Sell	141 -2,884	-95%	-$323K	0.01%	527
2016 Q2	$9.71K	Buy	+3,025	New	+$335K	﹤0.01%	1756
2015 Q4	$8.82K	Buy	+649	New	+$69.2K	﹤0.01%	1188

Other funds holding IEF

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's IEF Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2023, closing a stake of 5 shares — an estimated $483 sold.

WealthPLAN Partners first reported a position in IEF in Q4 2015 and held it in 5 quarters. The position peaked at $15.6K in Q3 2016. 791 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

WealthPLAN Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 5 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $483.
WealthPLAN Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $15.6K in Q3 2016.
791 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.