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Arrow Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Arrow Investment Advisors’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
Q3 		– Sell
-57,046
Closed -$6.95M – 47
2020
Q2 		$6.95M Sell
57,046
-5,616
-9% -$682K 4.63% 10
2020
Q1 		$7.61M Buy
+62,662
New +$7.21M 5.27% 7
2017
Q1 		– Sell
-180,899
Closed -$19M – 72
2016
Q4 		$19M Sell
180,899
-23,031
-11% -$2.47M 4.99% 11
2016
Q3 		$22.8M Sell
203,930
-223,581
-52% -$25.1M 5.34% 6
2016
Q2 		$48.3M Sell
427,511
-53,333
-11% -$5.9M 10.48% 2
2016
Q1 		$53.1M Buy
480,844
+40,300
+9% +$4.4M 11.48% 2
2015
Q4 		$46.5M Buy
440,544
+164,988
+60% +$17.6M 12.22% 1
2015
Q3 		$29.7M Sell
275,556
-9,775
-3% -$1.04M 7.31% 4
2015
Q2 		$30M Sell
285,331
-20,891
-7% -$2.22M 6.03% 6
2015
Q1 		$33.2M Sell
306,222
-17,903
-6% -$1.93M 6.09% 4
2014
Q4 		$34.4M Sell
324,125
-26,072
-7% -$2.75M 6.57% 3
2014
Q3 		$36.3M Sell
350,197
-14,000
-4% -$1.45M 6.56% 3
2014
Q2 		$37.7M Sell
364,197
-4,000
-1% -$411K 6.81% 2
2014
Q1 		$37.5M Sell
368,197
-8,350
-2% -$848K 6.93% 4
2013
Q4 		$37.4M Buy
376,547
+20,450
+6% +$2.08M 7.16% 4
2013
Q3 		$36.4M Buy
356,097
+7,050
+2% +$713K 8.37% 4
2013
Q2 		$35.8M Buy
+349,047
New +$37.2M 7.71% 3

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrow Investment Advisors's IEF Position: Q3 2020 in Review

Arrow Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020, closing a stake of 57,046 shares — an estimated $6.95M sold.

Arrow Investment Advisors first reported a position in IEF in Q2 2013 and held it in 17 quarters. The position peaked at $53.1M in Q1 2016. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Arrow Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Arrow Investment Advisors sold 57,046 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $6.95M.
  • Arrow Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 17 quarters.
  • Arrow Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $53.1M in Q1 2016.
  • 655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Arrow Investment Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.