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

Cornerstone 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
2019 Q4	–	Sell	-16,465	Closed	-$1.85M	–	359
2019 Q3	$1.85M	Buy	16,465 +12,572	+323%	+$1.4M	0.33%	60
2019 Q2	$431K	Buy	+3,893	New	+$417K	0.08%	227
2019 Q1	–	Sell	-7,313	Closed	-$761K	–	509
2018 Q4	$761K	Sell	7,313 -1,412,893	-99%	-$143M	0.16%	133
2018 Q3	$13.4M	Buy	1,420,206 +689,432	+94%	+$70.3M	0.17%	137
2018 Q2	$7.15M	Buy	730,774 +721,937	+8,169%	+$73.5M	0.08%	253
2018 Q1	$913K	Sell	8,837 -18,296	-67%	-$1.88M	0.17%	121
2017 Q4	$2.85M	Buy	27,133 +13,765	+103%	+$1.46M	0.54%	35
2017 Q3	$1.42M	Sell	13,368 -753	-5%	-$80.7K	0.29%	71
2017 Q2	$1.49M	Buy	14,121 +6,081	+76%	+$649K	0.33%	60
2017 Q1	$850K	Buy	+8,040	New	+$844K	0.21%	100
2016 Q1	$231K	Buy	+7,921	New	+$864K	0.18%	83

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Wealth Management's IEF Position: Q4 2019 in Review

Cornerstone Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 16,465 shares — an estimated $1.85M sold.

Cornerstone Wealth Management first reported a position in IEF in Q1 2016 and held it in 11 quarters. The position peaked at $13.4M in Q3 2018. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

Cornerstone Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 16,465 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $1.85M.
Cornerstone Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 11 quarters.
Cornerstone Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $13.4M in Q3 2018.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Cornerstone Wealth Management's 13F filing for Q4 2019, filed 20 Feb 2020.