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

WPWealth’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
-3,415
Closed -$335K – 93
2024
Q3 		$335K Sell
3,415
-3,808
-53% -$368K 0.07% 67
2024
Q2 		$676K Hold
7,223
– – 0.16% 34
2024
Q1 		$684K Buy
7,223
+3,415
+90% +$324K 0.18% 32
2023
Q4 		$367K Hold
3,808
– – 0.11% 48
2023
Q3 		$349K Buy
+3,808
New +$359K 0.13% 43

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WPWealth's IEF Position: Q4 2024 in Review

WPWealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 3,415 shares — an estimated $335K sold.

WPWealth first reported a position in IEF in Q3 2023 and held it in 5 quarters. The position peaked at $684K in Q1 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • WPWealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • WPWealth sold 3,415 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $335K.
  • WPWealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
  • WPWealth's iShares 7-10 Year Treasury Bond ETF position peaked at $684K in Q1 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on WPWealth's 13F filing for Q4 2024, filed 13 Feb 2025.