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Affinity Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Affinity Wealth Management’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
2020
Q2 		– Sell
-4,717
Closed -$574K – 53
2020
Q1 		$574K Buy
+4,717
New +$543K 0.34% 33

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Affinity Wealth Management's IEF Position: Q2 2020 in Review

Affinity Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 4,717 shares — an estimated $574K sold.

Affinity Wealth Management first reported a position in IEF in Q1 2020 and held it in 1 quarter. The position peaked at $574K in Q1 2020. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • Affinity Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 4,717 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $574K.
  • Affinity Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Affinity Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $574K in Q1 2020.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Affinity Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.