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 New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cordasco Financial Network's IEF Position: Q1 2020 in Review

Cordasco Financial Network sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 18 shares — an estimated $2K sold.

Cordasco Financial Network first reported a position in IEF in Q4 2013 and held it in 8 quarters. The position peaked at $10K in Q3 2014. 607 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

Cordasco Financial Network reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Cordasco Financial Network sold 18 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $2K.
Cordasco Financial Network first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 8 quarters.
Cordasco Financial Network's iShares 7-10 Year Treasury Bond ETF position peaked at $10K in Q3 2014.
607 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Cordasco Financial Network's 13F filing for Q1 2020, filed 24 Apr 2020.