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

AllSquare 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
2019 Q4	–	Sell	-2,211	Closed	-$249K	–	460
2019 Q3	$249K	Hold	2,211	–	–	0.18%	71
2019 Q2	$243K	Buy	2,211 +39	+2%	+$4.18K	0.18%	72
2019 Q1	$232K	Hold	2,172	–	–	0.17%	70
2018 Q4	$226K	Hold	2,172	–	–	0.19%	68
2018 Q3	$220K	Buy	2,172 +265	+14%	+$27K	0.16%	72
2018 Q2	$195K	Hold	1,907	–	–	0.15%	76
2018 Q1	$197K	Hold	1,907	–	–	0.16%	73
2017 Q4	$201K	Buy	1,907 +331	+21%	+$35.1K	0.16%	73
2017 Q3	$168K	Buy	+1,576	New	+$169K	0.14%	78
2017 Q2	–	Sell	-1,176	Closed	-$124K	–	268
2017 Q1	$124K	Sell	1,176 -75	-6%	-$7.88K	0.11%	83
2016 Q4	$131K	Hold	1,251	–	–	0.12%	81
2016 Q3	$140K	Buy	1,251 +210	+20%	+$23.5K	0.13%	67
2016 Q2	$118K	Hold	1,041	–	–	0.12%	69
2016 Q1	$115K	Hold	1,041	–	–	0.11%	70
2015 Q4	$110K	Buy	1,041 +71	+7%	+$7.57K	0.11%	73
2015 Q3	$105K	Hold	970	–	–	0.11%	72
2015 Q2	$102K	Buy	970 +295	+44%	+$31.4K	0.1%	81
2015 Q1	$73K	Hold	675	–	–	0.07%	101
2014 Q4	$72K	Buy	+675	New	+$71.2K	0.07%	101

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

AllSquare Wealth Management's IEF Position: Q4 2019 in Review

AllSquare Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 2,211 shares — an estimated $249K sold.

AllSquare Wealth Management first reported a position in IEF in Q4 2014 and held it in 19 quarters. The position peaked at $249K in Q3 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

AllSquare Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
AllSquare Wealth Management sold 2,211 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $249K.
AllSquare Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 19 quarters.
AllSquare Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $249K in Q3 2019.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on AllSquare Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.