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Capital Bank & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Capital Bank & Trust’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
-356
Closed -$43K – 452
2020
Q1 		$43K Buy
+356
New +$41K ﹤0.01% 425

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Bank & Trust's IEF Position: Q2 2020 in Review

Capital Bank & Trust sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 356 shares — an estimated $43K sold.

Capital Bank & Trust first reported a position in IEF in Q1 2020 and held it in 1 quarter. The position peaked at $43K in Q1 2020. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • Capital Bank & Trust reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 356 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $43K.
  • Capital Bank & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $43K in Q1 2020.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.