Cascadia Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cascadia Advisory Services’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	$10.1M	Buy	+87,410	New	+$10.2M	2.04%	8
2021 Q2	–	Sell	-71,696	Closed	-$8.1M	–	246
2021 Q1	$8.1M	Buy	+71,696	New	+$8.35M	1.79%	10
2020 Q3	$7.27M	Sell	59,699 -53,937	-47%	-$6.58M	2.04%	10
2020 Q2	$13.8M	Buy	+113,636	New	+$13.8M	4.24%	3
2019 Q4	$1.73M	Buy	+15,677	New	+$1.75M	0.49%	67

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Cascadia Advisory Services's IEF Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021: 87,410 shares worth $10.1M. The stake represents 2.04% of the portfolio and ranks #8 among its holdings. This is a return to the name: Cascadia Advisory Services previously reported a position in IEF as recently as Q1 2021.

Cascadia Advisory Services first reported a position in IEF in Q4 2019 and has held it in 5 quarters since. The position peaked at $13.8M in Q2 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Cascadia Advisory Services held 87,410 shares of iShares 7-10 Year Treasury Bond ETF worth $10.1M as of Q3 2021.
iShares 7-10 Year Treasury Bond ETF was a new Cascadia Advisory Services position in Q3 2021.
iShares 7-10 Year Treasury Bond ETF made up 2.04% of Cascadia Advisory Services's portfolio in Q3 2021, its #8 holding.
Cascadia Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 5 quarters since.
Cascadia Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $13.8M in Q2 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.