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

AdvicePeriod’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	-3,242	Closed	-$366K	–	86
2021 Q1	$366K	Buy	+3,242	New	+$378K	0.03%	77
2020 Q3	–	Sell	-1,935	Closed	-$236K	–	81
2020 Q2	$236K	Buy	+1,935	New	+$235K	0.03%	75
2019 Q2	–	Sell	-276,278	Closed	-$29.5M	–	84
2019 Q1	$29.5M	Buy	276,278 +104,518	+61%	+$10.9M	2.82%	9
2018 Q4	$17.9M	Buy	171,760 +9,109	+6%	+$923K	2.02%	15
2018 Q3	$16.5M	Buy	162,651 +3,327	+2%	+$339K	1.79%	14
2018 Q2	$16.3M	Buy	159,324 +151,932	+2,055%	+$15.5M	2.6%	10
2018 Q1	$763K	Buy	7,392 +143	+2%	+$14.7K	0.13%	50
2017 Q4	$765K	Buy	+7,249	New	+$769K	0.15%	47

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $2.42B AUM 17.68% 1-Year Est. Return

AdvicePeriod's IEF Position: Q2 2021 in Review

AdvicePeriod sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 3,242 shares — an estimated $366K sold.

AdvicePeriod first reported a position in IEF in Q4 2017 and held it in 8 quarters. The position peaked at $29.5M in Q1 2019. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

AdvicePeriod reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
AdvicePeriod sold 3,242 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $366K.
AdvicePeriod first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 8 quarters.
AdvicePeriod's iShares 7-10 Year Treasury Bond ETF position peaked at $29.5M in Q1 2019.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.