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Wintrust Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-353
Closed -$34K – 470
2024
Q3 		$34K Buy
+353
New +$34.1K 0.03% 375
2024
Q1 		– Sell
-4,002
Closed -$386K – 476
2023
Q4 		$386K Buy
+4,002
New +$370K 0.04% 318
2023
Q2 		– Sell
-3,976
Closed -$394K – 441
2023
Q1 		$394K Sell
3,976
-631
-14% -$61.7K 0.05% 235
2022
Q4 		$441K Buy
4,607
+854
+23% +$82K 0.06% 229
2022
Q3 		$360K Sell
3,753
-1,619
-30% -$164K 0.05% 273
2022
Q2 		$550K Sell
5,372
-26,700
-83% -$2.74M 0.07% 215
2022
Q1 		$3.45M Buy
32,072
+20,980
+189% +$2.33M 0.33% 51
2021
Q4 		$1.28M Buy
11,092
+5,617
+103% +$646K 0.12% 143
2021
Q3 		$631K Buy
+5,475
New +$640K 0.09% 157
2020
Q4 		– Sell
-4,454
Closed -$543K – 263
2020
Q3 		$543K Buy
4,454
+535
+14% +$65.3K 0.07% 190
2020
Q2 		$478K Buy
3,919
+1,483
+61% +$180K 0.07% 200
2020
Q1 		$296K Sell
2,436
-1,126
-32% -$130K 0.05% 241
2019
Q4 		$393K Buy
3,562
+844
+31% +$94.1K 0.06% 245
2019
Q3 		$306K Sell
2,718
-837
-24% -$93.4K 0.05% 280
2019
Q2 		$391K Buy
+3,555
New +$381K 0.06% 240
2017
Q3 		– Sell
-3,795
Closed -$405K – 288
2017
Q2 		$405K Buy
3,795
+1,872
+97% +$200K 0.11% 192
2017
Q1 		$203K Buy
+1,923
New +$202K 0.06% 278
2016
Q4 		– Sell
-2,818
Closed -$315K – 234
2016
Q3 		$315K Sell
2,818
-187,444
-99% -$21M 0.15% 130
2016
Q2 		$9.2M Buy
+190,262
New +$21M 18.12% 1

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wintrust Investments's IEF Position: Q4 2024 in Review

Wintrust Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 353 shares — an estimated $34K sold.

Wintrust Investments first reported a position in IEF in Q2 2016 and held it in 19 quarters. The position peaked at $9.2M in Q2 2016. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Wintrust Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 353 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $34K.
  • Wintrust Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 19 quarters.
  • Wintrust Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $9.2M in Q2 2016.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.