Certified Advisory Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Certified Advisory Corp’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	-156	Closed	-$18K	–	450
2021 Q1	$18K	Buy	+156	New	+$18.2K	﹤0.01%	513
2020 Q2	$19K	Buy	+156	New	+$19K	0.01%	449
2018 Q3	–	Sell	-84	Closed	-$9K	–	785
2018 Q2	$9K	Buy	+84	New	+$8.56K	0.01%	554
2018 Q1	–	Sell	-130	Closed	-$13K	–	759
2017 Q4	$13K	Buy	+130	New	+$13.8K	0.01%	433

Other funds holding IEF

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Certified Advisory Corp's IEF Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 156 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in IEF in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q2 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

Certified Advisory Corp reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 156 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $18K.
Certified Advisory Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
Certified Advisory Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $19K in Q2 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.