World Equity Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

World Equity Group’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
2023 Q4	–	Sell	-32,544	Closed	-$2.98M	–	350
2023 Q3	$2.98M	Buy	+32,544	New	+$3.07M	0.62%	31
2022 Q4	–	Sell	-2,677	Closed	-$257K	–	333
2022 Q3	$257K	Buy	2,677 +249	+10%	+$25.3K	0.07%	267
2022 Q2	$248K	Sell	2,428 -1,080	-31%	-$111K	0.06%	288
2022 Q1	$377K	Buy	+3,508	New	+$389K	0.08%	252

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

World Equity Group's IEF Position: Q4 2023 in Review

World Equity Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 32,544 shares — an estimated $2.98M sold.

World Equity Group first reported a position in IEF in Q1 2022 and held it in 4 quarters. The position peaked at $2.98M in Q3 2023. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

World Equity Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
World Equity Group sold 32,544 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $2.98M.
World Equity Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
World Equity Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.98M in Q3 2023.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.