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Covenant Multifamily Offices’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Covenant Multifamily Offices’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
Q2 		– Sell
-970
Closed -$103K – 190
2019
Q1 		$103K Buy
+970
New +$101K 0.03% 82
2015
Q4 		– Sell
-66
Closed -$7K – 30
2015
Q3 		$7K Hold
66
– – 0.01% 39
2015
Q2 		$7K Hold
66
– – 0.01% 37
2015
Q1 		$7K Hold
66
– – 0.01% 19
2014
Q4 		$7K Hold
66
– – 0.01% 22
2014
Q3 		$7K Hold
66
– – 0.01% 23
2014
Q2 		$7K Hold
66
– – 0.01% 23
2014
Q1 		$7K Hold
66
– – 0.01% 20
2013
Q4 		$7K Buy
+66
New +$6.7K 0.01% 42

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return