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

Atlas Private 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
2020
Q1 		– Sell
-68
Closed -$8K – 465
2019
Q4 		$8K Buy
+68
New +$7.58K 0.01% 366

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlas Private Wealth Management's IEF Position: Q1 2020 in Review

Atlas Private Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 68 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in IEF in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

  • Atlas Private Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 68 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $8K.
  • Atlas Private Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Atlas Private Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8K in Q4 2019.
  • 609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Atlas Private Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.