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

Cedar Capital’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	$2.46M	Sell	21,327 -31,976	-60%	-$3.74M	4.48%	9
2021 Q2	$6.16M	Buy	+53,303	New	+$6.1M	10.64%	1
2020 Q4	–	Sell	-42,313	Closed	-$5.16M	–	113
2020 Q3	$5.16M	Buy	+42,313	New	+$5.16M	1.71%	10
2020 Q2	–	Sell	-47,438	Closed	-$5.76M	–	171
2020 Q1	$5.76M	Buy	+47,438	New	+$5.46M	2.72%	3
2019 Q4	–	Sell	-92,223	Closed	-$10.4M	–	184
2019 Q3	$10.4M	Sell	92,223 -22,337	-19%	-$2.49M	4.85%	2
2019 Q2	$12.6M	Sell	114,560 -16,435	-13%	-$1.76M	5.36%	4
2019 Q1	$14M	Sell	130,995 -171,668	-57%	-$18M	6.16%	1
2018 Q4	$31.5M	Buy	302,663 +298,799	+7,733%	+$30.3M	15.97%	1
2018 Q3	$391K	Sell	3,864 -357,056	-99%	-$36.4M	0.15%	136
2018 Q2	$37M	Sell	360,920 -18,630	-5%	-$1.9M	16.35%	1
2018 Q1	$39.2M	Buy	379,550 +172,310	+83%	+$17.7M	18.26%	1
2017 Q4	$21.9M	Sell	207,240 -243,117	-54%	-$25.8M	10.5%	4
2017 Q3	$48M	Sell	450,357 -43,121	-9%	-$4.62M	22.62%	1
2017 Q2	$52.6M	Sell	493,478 -62,131	-11%	-$6.64M	23.03%	1
2017 Q1	$58.7M	Buy	555,609 +553,326	+24,237%	+$58.1M	24.46%	1
2016 Q4	$240K	Sell	2,283 -5,739	-72%	-$616K	0.1%	77
2016 Q3	$897K	Buy	8,022 +1,591	+25%	+$178K	0.33%	30
2016 Q2	$727K	Sell	6,431 -18,411	-74%	-$2.04M	0.24%	40
2016 Q1	$2.74M	Buy	24,842 +19,586	+373%	+$2.14M	0.81%	25
2015 Q4	$555K	Buy	+5,256	New	+$560K	0.12%	48

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cedar Capital's IEF Position: Q3 2021 in Review

Cedar Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 60% in Q3 2021, selling an estimated $3.74M and leaving 21,327 shares worth $2.46M. The position accounts for 4.48% of the portfolio, ranked #9.

Cedar Capital first reported a position in IEF in Q4 2015 and has held it in 20 quarters since. The position peaked at $58.7M in Q1 2017. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Cedar Capital held 21,327 shares of iShares 7-10 Year Treasury Bond ETF worth $2.46M as of Q3 2021.
Cedar Capital sold 31,976 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $3.74M.
iShares 7-10 Year Treasury Bond ETF made up 4.48% of Cedar Capital's portfolio in Q3 2021, its #9 holding.
Cedar Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 20 quarters since.
Cedar Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $58.7M in Q1 2017.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.