Capital Investment Services of America’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Capital Investment Services of America’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 Q2	–	Sell	-3,300	Closed	-$373K	–	84
2021 Q1	$373K	Hold	3,300	–	–	0.04%	64
2020 Q4	$396K	Sell	3,300 -70	-2%	-$8.42K	0.04%	60
2020 Q3	$411K	Sell	3,370 -750	-18%	-$91.5K	0.05%	56
2020 Q2	$502K	Hold	4,120	–	–	0.06%	55
2020 Q1	$500K	Buy	4,120 +160	+4%	+$18.4K	0.08%	54
2019 Q4	$436K	Buy	3,960 +65	+2%	+$7.25K	0.06%	56
2019 Q3	$438K	Buy	+3,895	New	+$435K	0.06%	55

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Capital Investment Services of America's IEF Position: Q2 2021 in Review

Capital Investment Services of America sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 3,300 shares — an estimated $373K sold.

Capital Investment Services of America first reported a position in IEF in Q3 2019 and held it in 7 quarters. The position peaked at $502K in Q2 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

Capital Investment Services of America reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Capital Investment Services of America sold 3,300 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $373K.
Capital Investment Services of America first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 7 quarters.
Capital Investment Services of America's iShares 7-10 Year Treasury Bond ETF position peaked at $502K in Q2 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Capital Investment Services of America's 13F filing for Q2 2021, filed 12 Jul 2021.