WWM
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Wolff Wiese Magana’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wolff Wiese Magana’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
-24
Closed -$2.35K – 987
2024
Q3 		$2.35K Buy
+24
New +$2.32K ﹤0.01% 710
2023
Q1 		– Sell
-143
Closed -$13.7K – 796
2022
Q4 		$13.7K Sell
143
-1,900
-93% -$182K 0.01% 306
2022
Q3 		$196K Buy
2,043
+3
+0.1% +$304 0.16% 105
2022
Q2 		$209K Sell
2,040
-273
-12% -$28K 0.15% 108
2022
Q1 		$249K Buy
2,313
+25
+1% +$2.77K 0.17% 106
2021
Q4 		$263K Buy
2,288
+84
+4% +$9.66K 0.17% 114
2021
Q3 		$254K Buy
2,204
+149
+7% +$17.4K 0.18% 113
2021
Q2 		$238K Buy
2,055
+273
+15% +$31.2K 0.17% 107
2021
Q1 		$201K Sell
1,782
-243
-12% -$28.3K 0.16% 118
2020
Q4 		$243K Buy
+2,025
New +$244K 0.21% 99

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return