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

Berman Capital 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 Q3	$199K	Hold	1,728	–	–	0.03%	264
2021 Q2	$199K	Hold	1,728	–	–	0.03%	237
2021 Q1	$195K	Hold	1,728	–	–	0.04%	190
2020 Q4	$207K	Hold	1,728	–	–	0.05%	161
2020 Q3	$210K	Hold	1,728	–	–	0.06%	144
2020 Q2	$210K	Hold	1,728	–	–	0.06%	140
2020 Q1	$209K	Hold	1,728	–	–	0.07%	114
2019 Q4	$190K	Hold	1,728	–	–	0.05%	143
2019 Q3	$194K	Sell	1,728 -89	-5%	-$9.93K	0.06%	132
2019 Q2	$199K	Buy	1,817 +89	+5%	+$9.54K	0.06%	130
2019 Q1	$184K	Buy	+1,728	New	+$181K	0.06%	131

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Berman Capital Advisors's IEF Position: Q3 2021 in Review

Berman Capital Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2021 at 1,728 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #264.

Berman Capital Advisors first reported a position in IEF in Q1 2019 and has held it in 11 quarters since. The position peaked at $210K in Q3 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Berman Capital Advisors held 1,728 shares of iShares 7-10 Year Treasury Bond ETF worth $199K as of Q3 2021.
Berman Capital Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2021.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #264 holding.
Berman Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $210K in Q3 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.