Blue Sky Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Blue Sky Asset Management’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 Q1	–	Sell	-2,891	Closed	-$344K	–	8
2020 Q4	$344K	Sell	2,891 -14	-0.5%	-$1.68K	1.34%	19
2020 Q3	$354K	Sell	2,905 -63,530	-96%	-$7.75M	1.54%	13
2020 Q2	$8.1M	Buy	66,435 +9,826	+17%	+$1.19M	10.01%	2
2020 Q1	$6.88M	Buy	56,609 +19,826	+54%	+$2.28M	2.77%	13
2019 Q4	$4.05M	Buy	+36,783	New	+$4.1M	1.17%	26
2019 Q2	–	Sell	-103,076	Closed	-$11M	–	26
2019 Q1	$11M	Sell	103,076 -148,048	-59%	-$15.5M	25.07%	1
2018 Q4	$26.2M	Buy	+251,124	New	+$25.4M	41.88%	1
2018 Q3	–	Sell	-20,614	Closed	-$2.11M	–	87
2018 Q2	$2.11M	Sell	20,614 -30,168	-59%	-$3.07M	1.77%	9
2018 Q1	$5.24M	Sell	50,782 -2,714	-5%	-$279K	3.81%	7
2017 Q4	$5.65M	Sell	53,496 -67,740	-56%	-$7.18M	2.94%	7
2017 Q3	$13M	Buy	121,236 +55,364	+84%	+$5.93M	7.48%	3
2017 Q2	$7.02M	Sell	65,872 -40,155	-38%	-$4.29M	3.8%	6
2017 Q1	$11.2M	Buy	+106,027	New	+$11.1M	6.71%	6

Other funds holding IEF

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

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

WCM

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

Blue Sky Asset Management's IEF Position: Q1 2021 in Review

Blue Sky Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 2,891 shares — an estimated $344K sold.

Blue Sky Asset Management first reported a position in IEF in Q1 2017 and held it in 13 quarters. The position peaked at $26.2M in Q4 2018. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Blue Sky Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Blue Sky Asset Management sold 2,891 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $344K.
Blue Sky Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and held it in 13 quarters.
Blue Sky Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $26.2M in Q4 2018.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Blue Sky Asset Management's 13F filing for Q1 2021.