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Blooom Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Blooom Inc’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 		– Sell
-1,009
Closed -$217K – 47
2021
Q2 		$217K Buy
+1,009
New +$115K 0.16% 43

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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Blooom Inc's IEF Position: Q3 2021 in Review

Blooom Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 1,009 shares — an estimated $217K sold.

Blooom Inc first reported a position in IEF in Q2 2021 and held it in 1 quarter. The position peaked at $217K in Q2 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

  • Blooom Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Blooom Inc sold 1,009 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $217K.
  • Blooom Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • Blooom Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $217K in Q2 2021.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Blooom Inc's 13F filing for Q3 2021, filed 19 Oct 2021.