WR Wealth Planners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WR Wealth Planners’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	$4.44K	Hold	48	–	–	﹤0.01%	724
2024 Q3	$4.71K	Hold	48	–	–	﹤0.01%	756
2024 Q2	$4.5K	Hold	48	–	–	﹤0.01%	740
2024 Q1	$4.54K	Buy	+48	New	+$4.55K	﹤0.01%	738
2023 Q4	–	Sell	-431	Closed	-$39.5K	–	498
2023 Q3	$39.5K	Sell	431 -161	-27%	-$15.2K	0.02%	349
2023 Q2	$57.2K	Sell	592 -38	-6%	-$3.74K	0.02%	301
2023 Q1	$62.4K	Hold	630	–	–	0.03%	291
2022 Q4	$60.3K	Hold	630	–	–	0.04%	160
2022 Q3	$60.5K	Hold	630	–	–	0.04%	154
2022 Q2	$64.4K	Hold	630	–	–	0.04%	153
2022 Q1	$67.7K	Buy	+630	New	+$69.9K	0.04%	154

Other funds holding IEF

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

WR Wealth Planners's IEF Position: Q4 2024 in Review

WR Wealth Planners held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q4 2024 at 48 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

WR Wealth Planners first reported a position in IEF in Q1 2022 and has held it in 11 quarters since. The position peaked at $67.7K in Q1 2022. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

WR Wealth Planners held 48 shares of iShares 7-10 Year Treasury Bond ETF worth $4.44K as of Q4 2024.
WR Wealth Planners left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q4 2024.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #724 holding.
WR Wealth Planners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares 7-10 Year Treasury Bond ETF position peaked at $67.7K in Q1 2022.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.