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D. Scott Neal’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

D. Scott Neal’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
-2,115
Closed -$239K – 51
2021
Q1 		$239K Buy
2,115
+147
+7% +$17.1K 0.11% 41
2020
Q4 		$236K Hold
1,968
– – 0.12% 37
2020
Q3 		$240K Sell
1,968
-20
-1% -$2.44K 0.13% 34
2020
Q2 		$242K Buy
1,988
+28
+1% +$3.4K 0.15% 32
2020
Q1 		$238K Sell
1,960
-19
-1% -$2.19K 0.14% 29
2019
Q4 		$218K Hold
1,979
– – 0.11% 39
2019
Q3 		$223K Hold
1,979
– – 0.11% 32
2019
Q2 		$218K Hold
1,979
– – 0.12% 28
2019
Q1 		$211K Hold
1,979
– – 0.11% 29
2018
Q4 		$206K Sell
1,979
-41,800
-95% -$4.23M 0.11% 26
2018
Q3 		$4.43M Sell
43,779
-16,393
-27% -$1.67M 2.24% 9
2018
Q2 		$6.17M Sell
60,172
-46,112
-43% -$4.7M 3.45% 9
2018
Q1 		$11M Sell
106,284
-3,530
-3% -$364K 6.23% 7
2017
Q4 		$11.6M Sell
109,814
-25,585
-19% -$2.71M 6.95% 5
2017
Q3 		$14.4M Sell
135,399
-8,875
-6% -$951K 8.7% 5
2017
Q2 		$15.4M Sell
144,274
-2,310
-2% -$247K 10.48% 3
2017
Q1 		$15.5M Sell
146,584
-4,499
-3% -$473K 9.97% 3
2016
Q4 		$15.8M Sell
151,083
-4,252
-3% -$457K 11.28% 1
2016
Q3 		$17.4M Sell
155,335
-1,652
-1% -$185K 13.64% 1
2016
Q2 		$17.7M Sell
156,987
-2,296
-1% -$254K 15.71% 1
2016
Q1 		$17.6M Sell
159,283
-34,487
-18% -$3.76M 16.48% 1
2015
Q4 		$20.5M Buy
193,770
+17,915
+10% +$1.91M 16.24% 1
2015
Q3 		$19M Buy
175,855
+425
+0.2% +$45.1K 15.94% 1
2015
Q2 		$18.4M Buy
175,430
+5,700
+3% +$607K 12.66% 2
2015
Q1 		$18.4M Sell
169,730
-3,805
-2% -$411K 13.19% 2
2014
Q4 		$18.4M Buy
173,535
+22,615
+15% +$2.39M 12.94% 3
2014
Q3 		$15.6M Buy
150,920
+34,145
+29% +$3.54M 12.42% 3
2014
Q2 		$12.1M Buy
116,775
+100,950
+638% +$10.4M 9.55% 4
2014
Q1 		$1.61M Sell
15,825
-215
-1% -$21.8K 1.35% 16
2013
Q4 		$1.59M Buy
+16,040
New +$1.63M 1.43% 13

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

D. Scott Neal's IEF Position: Q2 2021 in Review

D. Scott Neal sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 2,115 shares — an estimated $239K sold.

D. Scott Neal first reported a position in IEF in Q4 2013 and held it in 30 quarters. The position peaked at $20.5M in Q4 2015. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • D. Scott Neal reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • D. Scott Neal sold 2,115 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $239K.
  • D. Scott Neal first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 30 quarters.
  • D. Scott Neal's iShares 7-10 Year Treasury Bond ETF position peaked at $20.5M in Q4 2015.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on D. Scott Neal's 13F filing for Q2 2021, filed 2 Aug 2021.