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

Cardinal Point Wealth Management’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
Q3 		$223K Hold
1,935
– – 0.1% 37
2021
Q2 		$223K Hold
1,935
– – 0.1% 36
2021
Q1 		$219K Hold
1,935
– – 0.11% 33
2020
Q4 		$232K Buy
+1,935
New +$233K 0.12% 32

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Cardinal Point Wealth Management's IEF Position: Q3 2021 in Review

Cardinal Point Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2021 at 1,935 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #37.

Cardinal Point Wealth Management first reported a position in IEF in Q4 2020 and has held it in 4 quarters since. The position peaked at $232K in Q4 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

  • Cardinal Point Wealth Management held 1,935 shares of iShares 7-10 Year Treasury Bond ETF worth $223K as of Q3 2021.
  • Cardinal Point Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2021.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #37 holding.
  • Cardinal Point Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $232K in Q4 2020.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.