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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wolff Wiese Magana's IEF Position: Q4 2024 in Review

Wolff Wiese Magana sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 24 shares — an estimated $2.35K sold.

Wolff Wiese Magana first reported a position in IEF in Q4 2020 and held it in 10 quarters. The position peaked at $263K in Q4 2021. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Wolff Wiese Magana reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Wolff Wiese Magana sold 24 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.35K.
Wolff Wiese Magana first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Wolff Wiese Magana's iShares 7-10 Year Treasury Bond ETF position peaked at $263K in Q4 2021.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Wolff Wiese Magana's 13F filing for Q4 2024, filed 14 Jan 2025.