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

Avestar Capital’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
2019
Q3 		– Sell
-550
Closed -$60K – 480
2019
Q2 		$60K Buy
+550
New +$58.9K 0.04% 272

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avestar Capital's IEF Position: Q3 2019 in Review

Avestar Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2019, closing a stake of 550 shares — an estimated $60K sold.

Avestar Capital first reported a position in IEF in Q2 2019 and held it in 1 quarter. The position peaked at $60K in Q2 2019. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

  • Avestar Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 550 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $60K.
  • Avestar Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
  • Avestar Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $60K in Q2 2019.
  • 519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.