Beacon Capital Management Inc (Ohio)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-4	Closed	–	–	97
2019 Q2	$0	Buy	+4	New	+$429	﹤0.01%	123
2016 Q1	–	Sell	-2	Closed	–	–	257
2015 Q4	$0	Buy	+2	New	+$213	﹤0.01%	308

Other funds holding IEF

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s IEF Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2019, closing a stake of 4 shares.

Beacon Capital Management Inc (Ohio) first reported a position in IEF in Q4 2015 and held it in 2 quarters. The position peaked at $0 in Q2 2019. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

Beacon Capital Management Inc (Ohio) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 4 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019.
Beacon Capital Management Inc (Ohio) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 2 quarters.
Beacon Capital Management Inc (Ohio)'s iShares 7-10 Year Treasury Bond ETF position peaked at $0 in Q2 2019.
519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.