CFG
IEF icon

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

Cooper 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
2021
Q3 		– Sell
-2,153
Closed -$249K – 256
2021
Q2 		$249K Sell
2,153
-321
-13% -$36.7K 0.05% 212
2021
Q1 		$279K Sell
2,474
-14,454
-85% -$1.68M 0.06% 194
2020
Q4 		$2.03M Buy
16,928
+11,213
+196% +$1.35M 0.41% 40
2020
Q3 		$696K Buy
5,715
+788
+16% +$96.1K 0.2% 70
2020
Q2 		$600K Buy
+4,927
New +$599K 0.19% 72

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
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

Cooper Financial Group's IEF Position: Q3 2021 in Review

Cooper Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 2,153 shares — an estimated $249K sold.

Cooper Financial Group first reported a position in IEF in Q2 2020 and held it in 5 quarters. The position peaked at $2.03M in Q4 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

  • Cooper Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cooper Financial Group sold 2,153 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $249K.
  • Cooper Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 5 quarters.
  • Cooper Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.03M in Q4 2020.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Cooper Financial Group's 13F filing for Q3 2021, filed 6 Oct 2021.