Woodmont Investment Counsel’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Woodmont Investment Counsel’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	–	Sell	-3,162	Closed	-$299K	–	287
2024 Q1	$299K	Buy	+3,162	New	+$300K	0.03%	219
2016 Q4	–	Sell	-50	Closed	-$6K	–	392
2016 Q3	$6K	Buy	+50	New	+$5.6K	﹤0.01%	532
2016 Q2	–	Sell	-50	Closed	-$6K	–	315
2016 Q1	$6K	Hold	50	–	–	﹤0.01%	449
2015 Q4	$5K	Hold	50	–	–	﹤0.01%	467
2015 Q3	$5K	Buy	+50	New	+$5.31K	﹤0.01%	465

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Woodmont Investment Counsel's IEF Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 3,162 shares — an estimated $299K sold.

Woodmont Investment Counsel first reported a position in IEF in Q3 2015 and held it in 5 quarters. The position peaked at $299K in Q1 2024. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 3,162 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $299K.
Woodmont Investment Counsel first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 5 quarters.
Woodmont Investment Counsel's iShares 7-10 Year Treasury Bond ETF position peaked at $299K in Q1 2024.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.