COWA LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

COWA LLC’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
2021 Q2	–	Sell	-40	Closed	-$5K	–	224
2021 Q1	$5K	Buy	+40	New	+$4.66K	﹤0.01%	342

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

COWA LLC's IEF Position: Q2 2021 in Review

COWA LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 40 shares — an estimated $5K sold.

COWA LLC first reported a position in IEF in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

COWA LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
COWA LLC sold 40 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $5K.
COWA LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
COWA LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $5K in Q1 2021.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on COWA LLC's 13F filing for Q2 2021, filed 2 Aug 2021.