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

Capital Wealth Planning’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	-19,809	Closed	-$2.41M	–	148
2020 Q1	$2.41M	Sell	19,809 -623	-3%	-$71.7K	0.15%	44
2019 Q4	$2.25M	Sell	20,432 -736	-3%	-$82.1K	0.13%	45
2019 Q3	$2.37M	Buy	21,168 +10,493	+98%	+$1.17M	0.15%	45
2019 Q2	$1.18M	Buy	+10,675	New	+$1.14M	0.09%	69
2015 Q4	–	Sell	-1,926	Closed	-$208K	–	103
2015 Q3	$208K	Buy	+1,926	New	+$205K	0.17%	83

Other funds holding IEF

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

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

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

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

Capital Wealth Planning's IEF Position: Q2 2020 in Review

Capital Wealth Planning sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 19,809 shares — an estimated $2.41M sold.

Capital Wealth Planning first reported a position in IEF in Q3 2015 and held it in 5 quarters. The position peaked at $2.41M in Q1 2020. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

Capital Wealth Planning reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 19,809 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $2.41M.
Capital Wealth Planning first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 5 quarters.
Capital Wealth Planning's iShares 7-10 Year Treasury Bond ETF position peaked at $2.41M 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 Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.