Boys Arnold & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Boys Arnold & Co’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
2020 Q2	–	Sell	-19,275	Closed	-$2.34M	–	89
2020 Q1	$2.34M	Hold	19,275	–	–	0.41%	63
2019 Q4	$2.12M	Hold	19,275	–	–	0.29%	80
2019 Q3	$2.17M	Buy	19,275 +2,097	+12%	+$234K	0.32%	74
2019 Q2	$1.89M	Sell	17,178 -63	-0.4%	-$6.75K	0.27%	80
2019 Q1	$1.84M	Hold	17,241	–	–	0.28%	82
2018 Q4	$1.79M	Sell	17,241 -248	-1%	-$25.1K	0.3%	82
2018 Q3	$1.76M	Sell	17,489 -7,482	-30%	-$763K	0.24%	94
2018 Q2	$2.56M	Hold	24,971	–	–	0.37%	72
2018 Q1	$2.54M	Hold	24,971	–	–	0.37%	71
2017 Q4	$2.64M	Hold	24,971	–	–	0.4%	67
2017 Q3	$2.66M	Buy	24,971 +630	+3%	+$67.5K	0.42%	63
2017 Q2	$2.6M	Sell	24,341 -341	-1%	-$36.4K	0.33%	66
2017 Q1	$2.61M	Buy	24,682 +2,008	+9%	+$211K	0.41%	65
2016 Q4	$2.38M	Sell	22,674 -100	-0.4%	-$10.7K	0.4%	66
2016 Q3	$2.55M	Buy	22,774 +14,314	+169%	+$1.6M	0.43%	60
2016 Q2	$956K	Buy	+8,460	New	+$936K	0.16%	132

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boys Arnold & Co's IEF Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 19,275 shares — an estimated $2.34M sold.

Boys Arnold & Co first reported a position in IEF in Q2 2016 and held it in 16 quarters. The position peaked at $2.66M in Q3 2017. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

Boys Arnold & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 19,275 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $2.34M.
Boys Arnold & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 16 quarters.
Boys Arnold & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $2.66M in Q3 2017.
633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.