Capital Advisory Group Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-30	Closed	-$4K	–	541
2020 Q3	$4K	Buy	+30	New	+$3.66K	﹤0.01%	401
2020 Q2	–	Sell	-96	Closed	-$12K	–	484
2020 Q1	$12K	Hold	96	–	–	0.01%	214
2019 Q4	$11K	Hold	96	–	–	0.01%	153
2019 Q3	$11K	Sell	96 -89	-48%	-$9.93K	0.01%	272
2019 Q2	$20K	Buy	+185	New	+$19.8K	0.01%	216

Other funds holding IEF

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital Advisory Group Advisory Services's IEF Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 30 shares — an estimated $4K sold.

Capital Advisory Group Advisory Services first reported a position in IEF in Q2 2019 and held it in 5 quarters. The position peaked at $20K in Q2 2019. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Capital Advisory Group Advisory Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 30 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $4K.
Capital Advisory Group Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
Capital Advisory Group Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $20K in Q2 2019.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.