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

Bay Harbor 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
2021 Q1	–	Sell	-2,351	Closed	-$282K	–	316
2020 Q4	$282K	Buy	2,351 +682	+41%	+$82K	0.13%	61
2020 Q3	$203K	Buy	1,669 +724	+77%	+$88.3K	0.1%	74
2020 Q2	$115K	Buy	+945	New	+$115K	0.06%	112
2019 Q3	–	Sell	-193	Closed	-$21K	–	371
2019 Q2	$21K	Buy	+193	New	+$20.7K	0.01%	212
2019 Q1	–	Sell	-45	Closed	-$5K	–	408
2018 Q4	$5K	Buy	+45	New	+$4.56K	﹤0.01%	287

Other funds holding IEF

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

NFA

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

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

WCM

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

Bay Harbor Wealth Management's IEF Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 2,351 shares — an estimated $282K sold.

Bay Harbor Wealth Management first reported a position in IEF in Q4 2018 and held it in 5 quarters. The position peaked at $282K in Q4 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Bay Harbor Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Bay Harbor Wealth Management sold 2,351 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $282K.
Bay Harbor Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
Bay Harbor Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $282K in Q4 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.