Wealthstar Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wealthstar Advisors’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 Q2	$311K	Buy	+3,317	New	+$308K	0.25%	25
2023 Q4	–	Sell	-5,455	Closed	-$500K	–	129
2023 Q3	$500K	Buy	5,455 +214	+4%	+$20.2K	0.19%	51
2023 Q2	$506K	Sell	5,241 -807	-13%	-$79.3K	0.21%	44
2023 Q1	$599K	Sell	6,048 -547	-8%	-$53.5K	0.23%	41
2022 Q4	$631K	Hold	6,595	–	–	0.29%	38
2022 Q3	$630K	Sell	6,595 -7,859	-54%	-$797K	0.3%	39
2022 Q2	$1.48M	Buy	14,454 +76	+0.5%	+$7.8K	0.57%	25
2022 Q1	$1.55M	Buy	14,378 +5,036	+54%	+$559K	0.58%	24
2021 Q4	$1.07M	Buy	+9,342	New	+$1.07M	0.37%	36

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJA

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

Wealthstar Advisors's IEF Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024: 3,317 shares worth $311K. The stake represents 0.25% of the portfolio and ranks #25 among its holdings. This is a return to the name: Wealthstar Advisors previously reported a position in IEF as recently as Q3 2023.

Wealthstar Advisors first reported a position in IEF in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.55M in Q1 2022. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Wealthstar Advisors held 3,317 shares of iShares 7-10 Year Treasury Bond ETF worth $311K as of Q2 2024.
iShares 7-10 Year Treasury Bond ETF was a new Wealthstar Advisors position in Q2 2024.
iShares 7-10 Year Treasury Bond ETF made up 0.25% of Wealthstar Advisors's portfolio in Q2 2024, its #25 holding.
Wealthstar Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 9 quarters since.
Wealthstar Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.55M in Q1 2022.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.