BDO Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BDO Wealth 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
2020 Q4	–	Sell	-37	Closed	-$5K	–	954
2020 Q3	$5K	Hold	37	–	–	﹤0.01%	557
2020 Q2	$5K	Hold	37	–	–	﹤0.01%	563
2020 Q1	$4K	Hold	37	–	–	﹤0.01%	624
2019 Q4	$4K	Buy	+37	New	+$4.13K	﹤0.01%	518
2018 Q3	–	Sell	-22	Closed	-$2K	–	638
2018 Q2	$2K	Sell	22 -402	-95%	-$40.9K	﹤0.01%	584
2018 Q1	$44K	Buy	+424	New	+$43.7K	0.02%	261
2017 Q3	–	Sell	-973	Closed	-$104K	–	488
2017 Q2	$104K	Buy	+973	New	+$104K	0.05%	169

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BDO Wealth Advisors's IEF Position: Q4 2020 in Review

BDO Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 37 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in IEF in Q2 2017 and held it in 7 quarters. The position peaked at $104K in Q2 2017. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

BDO Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
BDO Wealth Advisors sold 37 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $5K.
BDO Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 7 quarters.
BDO Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $104K in Q2 2017.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.