1834 Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

1834 Investment Advisors’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
2021 Q2	–	Sell	-152	Closed	-$17K	–	510
2021 Q1	$17K	Hold	152	–	–	﹤0.01%	342
2020 Q4	$18K	Buy	+152	New	+$18.3K	﹤0.01%	328
2020 Q1	–	Sell	-29,350	Closed	-$3.23M	–	420
2019 Q4	$3.23M	Buy	29,350 +13,650	+87%	+$1.52M	0.5%	57
2019 Q3	$1.77M	Buy	+15,700	New	+$1.75M	0.26%	78

Other funds holding IEF

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

1834 Investment Advisors's IEF Position: Q2 2021 in Review

1834 Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 152 shares — an estimated $17K sold.

1834 Investment Advisors first reported a position in IEF in Q3 2019 and held it in 4 quarters. The position peaked at $3.23M in Q4 2019. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

1834 Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
1834 Investment Advisors sold 152 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $17K.
1834 Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 4 quarters.
1834 Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.23M in Q4 2019.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on 1834 Investment Advisors's 13F filing for Q2 2021, filed 17 Aug 2021.