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Bel Air Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bel Air Investment 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
2021
Q2 		$231K Hold
2,001
– – 0.01% 352
2021
Q1 		$226K Buy
+2,001
New +$233K 0.01% 379

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Bel Air Investment Advisors's IEF Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2021 at 2,001 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #352.

Bel Air Investment Advisors first reported a position in IEF in Q1 2021 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Bel Air Investment Advisors held 2,001 shares of iShares 7-10 Year Treasury Bond ETF worth $231K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2021.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #352 holding.
  • Bel Air Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.