Wunderlich Capital Managemnt’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wunderlich Capital Managemnt’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	$5.33M	Buy	56,885 +797	+1%	+$74K	2.38%	8
2024 Q1	$5.31M	Sell	56,088 -2,744	-5%	-$260K	2.39%	7
2023 Q4	$5.67M	Sell	58,832 -2,767	-4%	-$256K	2.55%	7
2023 Q3	$5.64M	Sell	61,599 -1,619	-3%	-$153K	2.78%	6
2023 Q2	$6.11M	Sell	63,218 -1,460	-2%	-$144K	3%	5
2023 Q1	$6.41M	Sell	64,678 -1,302	-2%	-$127K	3.34%	1
2022 Q4	$6.32M	Buy	+65,980	New	+$6.34M	3.52%	1
2020 Q1	–	Sell	-18,971	Closed	-$2.09M	–	80
2019 Q4	$2.09M	Buy	18,971 +67	+0.4%	+$7.47K	1.32%	32
2019 Q3	$2.13M	Sell	18,904 -602	-3%	-$67.2K	1.46%	23
2019 Q2	$2.15M	Sell	19,506 -2,081	-10%	-$223K	1.42%	22
2019 Q1	$2.3M	Buy	21,587 +57	+0.3%	+$5.96K	1.61%	12
2018 Q4	$2.24M	Buy	21,530 +885	+4%	+$89.6K	1.72%	7
2018 Q3	$2.09M	Buy	20,645 +994	+5%	+$101K	1.48%	20
2018 Q2	$2.01M	Buy	19,651 +456	+2%	+$46.4K	1.4%	20
2018 Q1	$1.98M	Buy	19,195 +3,234	+20%	+$333K	1.36%	17
2017 Q4	$1.69M	Buy	15,961 +575	+4%	+$61K	1.17%	38
2017 Q3	$1.64M	Buy	15,386 +13,829	+888%	+$1.48M	1.22%	31
2017 Q2	$166K	Sell	1,557 -463	-23%	-$49.4K	0.12%	96
2017 Q1	$213K	Buy	+2,020	New	+$212K	0.17%	89
2016 Q2	–	Sell	-17,552	Closed	-$1.94M	–	92
2016 Q1	$1.94M	Buy	17,552 +370	+2%	+$40.4K	1.66%	8
2015 Q4	$1.81M	Buy	17,182 +791	+5%	+$84.3K	1.56%	10
2015 Q3	$1.77M	Buy	16,391 +6,594	+67%	+$700K	1.64%	8
2015 Q2	$1.03M	Buy	9,797 +194	+2%	+$20.7K	1%	55
2015 Q1	$1.04M	Sell	9,603 -15	-0.2%	-$1.62K	0.94%	58
2014 Q4	$1.02M	Buy	9,618 +536	+6%	+$56.5K	0.86%	76
2014 Q3	$940K	Buy	9,082 +307	+3%	+$31.8K	0.84%	80
2014 Q2	$910K	Buy	8,775 +1,057	+14%	+$109K	0.83%	80
2014 Q1	$790K	Buy	+7,718	New	+$784K	0.75%	81

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 $295B AUM 31.6% 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

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

Wunderlich Capital Managemnt's IEF Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.4% in Q2 2024, buying an estimated $74K and bringing the position to 56,885 shares worth $5.33M. The position accounts for 2.38% of the portfolio, ranked #8.

Wunderlich Capital Managemnt first reported a position in IEF in Q1 2014 and has held it in 28 quarters since. The position peaked at $6.41M in Q1 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Wunderlich Capital Managemnt held 56,885 shares of iShares 7-10 Year Treasury Bond ETF worth $5.33M as of Q2 2024.
Wunderlich Capital Managemnt bought 797 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $74K.
iShares 7-10 Year Treasury Bond ETF made up 2.38% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #8 holding.
Wunderlich Capital Managemnt first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and has held it in 28 quarters since.
Wunderlich Capital Managemnt's iShares 7-10 Year Treasury Bond ETF position peaked at $6.41M in Q1 2023.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.