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Bernardo Wealth Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bernardo Wealth Planning’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 		– Sell
-22,860
Closed -$2.58M – 79
2021
Q1 		$2.58M Buy
22,860
+675
+3% +$78.6K 1.64% 15
2020
Q4 		$2.66M Buy
+22,185
New +$2.67M 1.03% 19

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Bernardo Wealth Planning's IEF Position: Q2 2021 in Review

Bernardo Wealth Planning sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 22,860 shares — an estimated $2.58M sold.

Bernardo Wealth Planning first reported a position in IEF in Q4 2020 and held it in 2 quarters. The position peaked at $2.66M in Q4 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Bernardo Wealth Planning reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 22,860 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $2.58M.
  • Bernardo Wealth Planning first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Bernardo Wealth Planning's iShares 7-10 Year Treasury Bond ETF position peaked at $2.66M in Q4 2020.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Bernardo Wealth Planning's 13F filing for Q2 2021, filed 30 Jul 2021.