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

Zega Financial’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 Q3	$202K	Buy	+2,060	New	+$199K	0.03%	104

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Zega Financial's IEF Position: Q3 2024 in Review

Zega Financial opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024: 2,060 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings.

939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Zega Financial held 2,060 shares of iShares 7-10 Year Treasury Bond ETF worth $202K as of Q3 2024.
iShares 7-10 Year Treasury Bond ETF was a new Zega Financial position in Q3 2024.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Zega Financial's portfolio in Q3 2024, its #104 holding.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.