Delta Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Delta Investment Management’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 Q1	–	Sell	-8,666	Closed	-$1.04M	–	176
2020 Q4	$1.04M	Sell	8,666 -58	-0.7%	-$6.98K	0.33%	72
2020 Q3	$1.06M	Buy	+8,724	New	+$1.06M	0.58%	36
2020 Q2	–	Sell	-6,547	Closed	-$795K	–	154
2020 Q1	$795K	Buy	+6,547	New	+$753K	0.61%	30

Other funds holding IEF

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Delta Investment Management's IEF Position: Q1 2021 in Review

Delta Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 8,666 shares — an estimated $1.04M sold.

Delta Investment Management first reported a position in IEF in Q1 2020 and held it in 3 quarters. The position peaked at $1.06M in Q3 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Delta Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Delta Investment Management sold 8,666 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $1.04M.
Delta Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 3 quarters.
Delta Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.06M in Q3 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Delta Investment Management's 13F filing for Q1 2021, filed 14 May 2021.