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Disciplined Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Disciplined Investments’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
2020
Q4 		– Sell
-169
Closed -$21K – 354
2020
Q3 		$21K Hold
169
– – 0.02% 211
2020
Q2 		$21K Buy
169
+168
+16,800% +$20.4K 0.02% 219
2020
Q1 		$0 Sell
1
-420
-100% -$48.3K ﹤0.01% 445
2019
Q4 		$46K Buy
+421
New +$46.9K 0.04% 172

Other funds holding IEF

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Disciplined Investments's IEF Position: Q4 2020 in Review

Disciplined Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 169 shares — an estimated $21K sold.

Disciplined Investments first reported a position in IEF in Q4 2019 and held it in 4 quarters. The position peaked at $46K in Q4 2019. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Disciplined Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 169 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $21K.
  • Disciplined Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
  • Disciplined Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $46K in Q4 2019.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.