Cardan Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cardan Capital Partners’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	-41,924	Closed	-$4.73M	–	270
2021 Q1	$4.73M	Buy	41,924 +37,691	+890%	+$4.39M	0.57%	56
2020 Q4	$508K	Sell	4,233 -21,482	-84%	-$2.58M	0.06%	139
2020 Q3	$3.13M	Sell	25,715 -12,301	-32%	-$1.5M	0.42%	80
2020 Q2	$4.63M	Sell	38,016 -108,913	-74%	-$13.2M	0.66%	51
2020 Q1	$17.8M	Sell	146,929 -71,264	-33%	-$8.2M	2.96%	8
2019 Q4	$24M	Buy	218,193 +6,249	+3%	+$697K	3.22%	7
2019 Q3	$23.8M	Buy	211,944 +3,163	+2%	+$353K	3.41%	3
2019 Q2	$23M	Buy	208,781 +28,190	+16%	+$3.02M	3.49%	3
2019 Q1	$19.3M	Buy	180,591 +112,605	+166%	+$11.8M	3.12%	7
2018 Q4	$7.08M	Sell	67,986 -48,711	-42%	-$4.93M	1.25%	22
2018 Q3	$11.8M	Buy	116,697 +1,772	+2%	+$181K	1.85%	16
2018 Q2	$11.8M	Buy	114,925 +59	+0.1%	+$6.01K	1.93%	15
2018 Q1	$11.9M	Buy	114,866 +19,290	+20%	+$1.99M	1.97%	15
2017 Q4	$10.1M	Buy	95,576 +3,635	+4%	+$385K	1.91%	14
2017 Q3	$9.79M	Buy	91,941 +4,069	+5%	+$436K	1.95%	14
2017 Q2	$9.37M	Buy	87,872 +5,477	+7%	+$585K	1.82%	15
2017 Q1	$8.7M	Sell	82,395 -20,493	-20%	-$2.15M	1.82%	14
2016 Q4	$10.8M	Buy	102,888 +2,022	+2%	+$217K	2.4%	12
2016 Q3	$11.3M	Buy	100,866 +2,827	+3%	+$317K	2.52%	11
2016 Q2	$11.1M	Sell	98,039 -35,395	-27%	-$3.91M	2.73%	11
2016 Q1	$14.7M	Buy	133,434 +37,762	+39%	+$4.12M	3.67%	7
2015 Q4	$10.1M	Buy	+95,672	New	+$10.2M	4.31%	2

Other funds holding IEF

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

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

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

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

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

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

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

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

NFA

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

Cardan Capital Partners's IEF Position: Q2 2021 in Review

Cardan Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 41,924 shares — an estimated $4.73M sold.

Cardan Capital Partners first reported a position in IEF in Q4 2015 and held it in 22 quarters. The position peaked at $24M in Q4 2019. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

Cardan Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Cardan Capital Partners sold 41,924 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $4.73M.
Cardan Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 22 quarters.
Cardan Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $24M in Q4 2019.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Cardan Capital Partners's 13F filing for Q2 2021, filed 20 Jul 2021.