IEF — ISHARES TR

Ownership history in Bison Wealth, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in ISHARES TR (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.32% (2024 Q4)
Avg. % of fund
0.66%
First filed
2019 Q4
Last filed
2024 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 212,029 +113,663 +115.6% 4.32% $19.6M $88.46
2024 Q3 REDUCED 98,366 -25,190 -20.4% 1.54% $9.7M $92.74
2024 Q2 UNCHANGED 123,556 — 0% 1.90% $11.7M $87.72
2024 Q1 ADDED 123,556 +99,965 +423.7% 1.90% $11.7M $87.88
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEF price (monthly, adj. close)

Other funds also holding IEF

As of 2025 Q4 — sorted by position size

PEAVINE CAPITAL, LLC 3Y 7Y 36.7% Avalon Advisory Group 3Y 34.84% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 18.56% Juniper Hill Capital Management LP 3Y 17.09% Raub Brock Capital Management LP 3Y 7Y 16.83% CARRONADE CAPITAL MANAGEMENT, LP 3Y 15.12% LifeGuide Financial Advisors, LLC 3Y 13.99% Beacon Wealthcare LLC 3Y 13.39% WLTH Capital Management, LLC 12.47% Ironwood Wealth Management, LLC. 3Y 7Y 12.18%
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