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

AMJ Financial 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
2021
Q1 		– Sell
-1,837
Closed -$220K – 93
2020
Q4 		$220K Sell
1,837
-64,901
-97% -$7.81M 0.11% 73
2020
Q3 		$8.13M Buy
66,738
+8,314
+14% +$1.01M 4.79% 2
2020
Q2 		$7.12M Buy
+58,424
New +$7.1M 4.85% 2

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

AMJ Financial Wealth Management's IEF Position: Q1 2021 in Review

AMJ Financial Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 1,837 shares — an estimated $220K sold.

AMJ Financial Wealth Management first reported a position in IEF in Q2 2020 and held it in 3 quarters. The position peaked at $8.13M in Q3 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • AMJ Financial Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 1,837 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $220K.
  • AMJ Financial Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • AMJ Financial Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.13M in Q3 2020.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.