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Capital Directions Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Capital Directions Investment Advisors’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
Q4 		– Sell
-420
Closed -$48K – 130
2021
Q3 		$48K Buy
+420
New +$49.1K 0.01% 142

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital Directions Investment Advisors's IEF Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 420 shares — an estimated $48K sold.

Capital Directions Investment Advisors first reported a position in IEF in Q3 2021 and held it in 1 quarter. The position peaked at $48K in Q3 2021. 689 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 420 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $48K.
  • Capital Directions Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Capital Directions Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $48K in Q3 2021.
  • 689 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.