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	–	28
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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Covenant Multifamily Offices's IEF Position: Q2 2019 in Review

Covenant Multifamily Offices sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2019, closing a stake of 970 shares — an estimated $103K sold.

Covenant Multifamily Offices first reported a position in IEF in Q4 2013 and held it in 9 quarters. The position peaked at $103K in Q1 2019. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

Covenant Multifamily Offices reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Covenant Multifamily Offices sold 970 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $103K.
Covenant Multifamily Offices first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 9 quarters.
Covenant Multifamily Offices's iShares 7-10 Year Treasury Bond ETF position peaked at $103K in Q1 2019.
499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on Covenant Multifamily Offices's 13F filing for Q2 2019, filed 31 Jul 2019.