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

Brinker Capital’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
2019
Q4 		– Sell
-17,752
Closed -$2M – 974
2019
Q3 		$2M Buy
+17,752
New +$1.98M 0.07% 300

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brinker Capital's IEF Position: Q4 2019 in Review

Brinker Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 17,752 shares — an estimated $2M sold.

Brinker Capital first reported a position in IEF in Q3 2019 and held it in 1 quarter. The position peaked at $2M in Q3 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

  • Brinker Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Brinker Capital sold 17,752 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $2M.
  • Brinker Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Brinker Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $2M in Q3 2019.
  • 567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Brinker Capital's 13F filing for Q4 2019, filed 18 Feb 2020.