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

Austin Private Wealth’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	-5,620	Closed	-$674K	–	117
2020 Q4	$674K	Buy	5,620 +1,565	+39%	+$188K	0.2%	45
2020 Q3	$494K	Buy	4,055 +1,721	+74%	+$210K	0.18%	46
2020 Q2	$284K	Buy	+2,334	New	+$284K	0.12%	61

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Austin Private Wealth's IEF Position: Q1 2021 in Review

Austin Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 5,620 shares — an estimated $674K sold.

Austin Private Wealth first reported a position in IEF in Q2 2020 and held it in 3 quarters. The position peaked at $674K in Q4 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Austin Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Austin Private Wealth sold 5,620 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $674K.
Austin Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
Austin Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $674K in Q4 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Austin Private Wealth's 13F filing for Q1 2021, filed 20 Apr 2021.