1 North Wealth Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

1 North Wealth Services’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
2019 Q4	$7.84M	Buy	71,116 +3,253	+5%	+$363K	4.84%	5
2019 Q3	$7.63M	Buy	+67,863	New	+$7.57M	5.1%	5
2019 Q1	$7.11M	Buy	+66,653	New	+$6.97M	5.01%	6

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1 North Wealth Services's IEF Position: Q4 2019 in Review

1 North Wealth Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.8% in Q4 2019, buying an estimated $363K and bringing the position to 71,116 shares worth $7.84M. The position accounts for 4.84% of the portfolio, ranked #5.

1 North Wealth Services first reported a position in IEF in Q1 2019 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

1 North Wealth Services held 71,116 shares of iShares 7-10 Year Treasury Bond ETF worth $7.84M as of Q4 2019.
1 North Wealth Services bought 3,253 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $363K.
iShares 7-10 Year Treasury Bond ETF made up 4.84% of 1 North Wealth Services's portfolio in Q4 2019, its #5 holding.
1 North Wealth Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 3 quarters since.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.