CXI Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CXI Advisors’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	$7K	Buy	+62	New	+$6.91K	0.02%	143

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

CXI Advisors's IEF Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019: 62 shares worth $7K. The stake represents 0.02% of the portfolio and ranks #143 among its holdings.

567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

CXI Advisors held 62 shares of iShares 7-10 Year Treasury Bond ETF worth $7K as of Q4 2019.
iShares 7-10 Year Treasury Bond ETF was a new CXI Advisors position in Q4 2019.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of CXI Advisors's portfolio in Q4 2019, its #143 holding.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.