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Allen Capital Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Allen Capital Group’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
Q4 		– Sell
-2,000
Closed -$243K – 151
2020
Q3 		$243K Buy
+2,000
New +$244K 0.06% 124
2018
Q1 		– Sell
-74,414
Closed -$7.86M – 120
2017
Q4 		$7.86M Buy
+74,414
New +$7.89M 3.4% 6

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allen Capital Group's IEF Position: Q4 2020 in Review

Allen Capital Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 2,000 shares — an estimated $243K sold.

Allen Capital Group first reported a position in IEF in Q4 2017 and held it in 2 quarters. The position peaked at $7.86M in Q4 2017. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Allen Capital Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Allen Capital Group sold 2,000 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $243K.
  • Allen Capital Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
  • Allen Capital Group's iShares 7-10 Year Treasury Bond ETF position peaked at $7.86M in Q4 2017.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Allen Capital Group's 13F filing for Q4 2020, filed 19 Jan 2021.