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This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
First Heartland Consultants Inc. cut its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 48.2% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,746 shares of the exchange traded fund's stock after
The opening act of 2026 has been nothing short of historic for the ETF industry, and fixed income is experiencing one of the strongest starts to a year on record.
Ameraudi Asset Management Inc. increased its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 9.6% in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 89,532 shares of the exchange traded fund's stock after purchasing an additional 7,823 shares during the
Constant Guidance Financial LLC acquired a new stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 45,340 shares of the exchange traded fund's stock,
Axxcess Wealth Management LLC trimmed its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 46.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,005 shares of the exchange traded fund's stock after selling 11,294 shares
Insight into Soros's Strategic Moves in Q4 2025 George Soros (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing in
Cadence Wealth Management LLC grew its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 19.4% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 146,531 shares of the exchange traded fund's stock
Exploring Ken Fisher (Trades, Portfolio)'s Latest 13F Filing and Investment Strategy Ken Fisher (Trades, Portfolio) recently submitted the 13F filing for the f
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
AlphaQuest LLC lifted its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 40.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 404,037 shares of the exchange traded fund's stock after purchasing
I maintain a bullish outlook on iShares 7-10 Year Treasury Bond ETF, citing statistical value in the 10-year yield's relative premium. IEF might from a cooling inflation trend, mean-reverting spreads, and lower volatility, supporting continued price appreciation until yields revert to the 400 basis point level. From a relative value perspective, intermediate-to-long term yields appear most attractive, balancing fiscal risk premium consolidation and productivity growth normalization.
First Interstate Bank raised its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 10.2% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 60,603 shares of the exchange traded fund's stock after purchasing an additional 5,599 shares
Dynasty Wealth Management LLC grew its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 429.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 29,401 shares of the exchange traded fund's stock after purchasing an additional 23,849 shares during
D.A. Davidson and CO. cut its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 86.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,866 shares of the exchange traded fund's stock after selling 30,056 shares
Heck Capital Advisors LLC grew its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 13.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 146,539 shares of the exchange traded fund's stock after purchasing an additional 16,845
Cerity Partners LLC trimmed its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 1.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 903,812 shares of the exchange traded fund's stock after selling 11,395 shares during the
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
Retirement Financial Solutions LLC cut its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 20.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 111,288 shares of the exchange traded fund's stock after selling 28,190 shares during the period. iShares 7-10
West Paces Advisors Inc. grew its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 7.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 286,817 shares of the exchange traded fund's stock after acquiring an additional 21,060