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Cordasco Financial Network’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cordasco Financial Network’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
Q1 		– Sell
-18
Closed -$2K – 478
2019
Q4 		$2K Hold
18
– – ﹤0.01% 416
2019
Q3 		$2K Buy
+18
New +$2.01K ﹤0.01% 436
2015
Q2 		– Sell
-16
Closed -$2K – 290
2015
Q1 		$2K Hold
16
– – ﹤0.01% 274
2014
Q4 		$2K Sell
16
-84
-84% -$8.86K ﹤0.01% 271
2014
Q3 		$10K Hold
100
– – 0.01% 243
2014
Q2 		$10K Hold
100
– – 0.01% 242
2014
Q1 		$10K Hold
100
– – 0.01% 235
2013
Q4 		$10K Buy
+100
New +$10.1K 0.01% 229

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return