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

Chicago 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
2020
Q4 		– Sell
-2,005
Closed -$244K – 31
2020
Q3 		$244K Sell
2,005
-41,638
-95% -$5.08M 0.28% 25
2020
Q2 		$5.32M Buy
+43,643
New +$5.3M 6.5% 7

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Chicago Wealth Management's IEF Position: Q4 2020 in Review

Chicago Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 2,005 shares — an estimated $244K sold.

Chicago Wealth Management first reported a position in IEF in Q2 2020 and held it in 2 quarters. The position peaked at $5.32M in Q2 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Chicago Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Chicago Wealth Management sold 2,005 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $244K.
  • Chicago Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • Chicago Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5.32M in Q2 2020.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Chicago Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.