Atlas Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Atlas Capital 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
2021 Q3	–	Sell	-63	Closed	-$7.28K	–	956
2021 Q2	$7.28K	Sell	63 -65	-51%	-$7.44K	﹤0.01%	789
2021 Q1	$14.5K	Hold	128	–	–	﹤0.01%	631
2020 Q4	$15.4K	Buy	+128	New	+$15.4K	﹤0.01%	563
2020 Q3	–	Sell	-123	Closed	-$15K	–	432
2020 Q2	$15K	Buy	+123	New	+$14.9K	﹤0.01%	578
2019 Q4	–	Sell	-123	Closed	-$13.8K	–	648
2019 Q3	$13.8K	Hold	123	–	–	﹤0.01%	553
2019 Q2	$13.5K	Buy	+123	New	+$13.2K	﹤0.01%	580

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Atlas Capital Advisors's IEF Position: Q3 2021 in Review

Atlas Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 63 shares — an estimated $7.28K sold.

Atlas Capital Advisors first reported a position in IEF in Q2 2019 and held it in 6 quarters. The position peaked at $15.4K in Q4 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Atlas Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Atlas Capital Advisors sold 63 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $7.28K.
Atlas Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 6 quarters.
Atlas Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $15.4K in Q4 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.