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Wilbanks Smith & Thomas Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$515K Sell
5,439
-1,567
-22% -$149K 0.01% 343
2023
Q4 		$675K Buy
7,006
+707
+11% +$65.4K 0.02% 289
2023
Q3 		$577K Sell
6,299
-1,202
-16% -$113K 0.02% 295
2023
Q2 		$725K Buy
7,501
+1,640
+28% +$161K 0.02% 256
2023
Q1 		$581K Sell
5,861
-1,198
-17% -$117K 0.02% 284
2022
Q4 		$676K Sell
7,059
-2,936
-29% -$282K 0.03% 259
2022
Q3 		$959K Sell
9,995
-12,400
-55% -$1.26M 0.04% 217
2022
Q2 		$2.29M Sell
22,395
-1,353
-6% -$139K 0.1% 140
2022
Q1 		$2.42M Sell
23,748
-3,971
-14% -$441K 0.1% 139
2021
Q4 		$3.19M Buy
27,719
+2,042
+8% +$235K 0.11% 135
2021
Q3 		$2.96M Sell
25,677
-3,814
-13% -$446K 0.12% 130
2021
Q2 		$3.41M Buy
29,491
+21,481
+268% +$2.46M 0.13% 124
2021
Q1 		$905K Sell
8,010
-14,126
-64% -$1.65M 0.04% 219
2020
Q4 		$2.65M Sell
22,136
-90,631
-80% -$10.9M 0.13% 118
2020
Q3 		$13.7M Buy
112,767
+103,233
+1,083% +$12.6M 0.75% 24
2020
Q2 		$1.16M Sell
9,534
-21
-0.2% -$2.55K 0.07% 155
2020
Q1 		$1.16M Buy
9,555
+6,464
+209% +$744K 0.09% 146
2019
Q4 		$341K Buy
3,091
+81
+3% +$9.03K 0.02% 310
2019
Q3 		$339K Buy
+3,010
New +$336K 0.02% 294
2018
Q4 		– Sell
-48
Closed -$5K – 795
2018
Q3 		$5K Buy
+48
New +$4.9K ﹤0.01% 1216

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IEF Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 22% in Q1 2024, selling an estimated $149K and leaving 5,439 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #343.

Wilbanks Smith & Thomas Asset Management first reported a position in IEF in Q3 2018 and has held it in 20 quarters since. The position peaked at $13.7M in Q3 2020. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 5,439 shares of iShares 7-10 Year Treasury Bond ETF worth $515K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 1,567 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $149K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #343 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 20 quarters since.
  • Wilbanks Smith & Thomas Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $13.7M in Q3 2020.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.