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Cardinal Point Wealth Management Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cardinal Point Wealth Management 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
2022
Q1 		– Sell
-3,646
Closed -$419K – 53
2021
Q4 		$419K Buy
+3,646
New +$419K 0.18% 34

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WCM
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Cardinal Point Wealth Management Partners's IEF Position: Q1 2022 in Review

Cardinal Point Wealth Management Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 3,646 shares — an estimated $419K sold.

Cardinal Point Wealth Management Partners first reported a position in IEF in Q4 2021 and held it in 1 quarter. The position peaked at $419K in Q4 2021. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Cardinal Point Wealth Management Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Cardinal Point Wealth Management Partners sold 3,646 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $419K.
  • Cardinal Point Wealth Management Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Cardinal Point Wealth Management Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $419K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2022, filed 2 May 2022.