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CMC Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CMC Financial Group’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
2019
Q3 		– Sell
-3,347
Closed -$368K – 34
2019
Q2 		$368K Buy
+3,347
New +$359K 0.47% 28

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CMC Financial Group's IEF Position: Q3 2019 in Review

CMC Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2019, closing a stake of 3,347 shares — an estimated $368K sold.

CMC Financial Group first reported a position in IEF in Q2 2019 and held it in 1 quarter. The position peaked at $368K in Q2 2019. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

  • CMC Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • CMC Financial Group sold 3,347 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $368K.
  • CMC Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
  • CMC Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $368K in Q2 2019.
  • 519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on CMC Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.