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

Arden Trust’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 Q1	–	Sell	-1,917	Closed	-$211K	–	770
2019 Q4	$211K	Hold	1,917	–	–	0.03%	325
2019 Q3	$216K	Sell	1,917 -172	-8%	-$19.2K	0.04%	330
2019 Q2	$230K	Sell	2,089 -3,528	-63%	-$378K	0.04%	310
2019 Q1	$599K	Buy	5,617 +1,384	+33%	+$145K	0.1%	201
2018 Q4	$441K	Buy	4,233 +2,243	+113%	+$227K	0.08%	217
2018 Q3	$202K	Buy	+1,990	New	+$203K	0.03%	357

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arden Trust's IEF Position: Q1 2020 in Review

Arden Trust sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 1,917 shares — an estimated $211K sold.

Arden Trust first reported a position in IEF in Q3 2018 and held it in 6 quarters. The position peaked at $599K in Q1 2019. 607 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

Arden Trust reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Arden Trust sold 1,917 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $211K.
Arden Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and held it in 6 quarters.
Arden Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $599K in Q1 2019.
607 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Arden Trust's 13F filing for Q1 2020, filed 16 Apr 2020.