DA
IEF icon

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

DSC 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 		– Sell
-865,800
Closed -$97.4M – 88
2019
Q3 		$97.4M Hold
865,800
– – 19.25% 2
2019
Q2 		$95.3M Hold
865,800
– – 16.74% 2
2019
Q1 		$92.4M Hold
865,800
– – 16.97% 2
2018
Q4 		$90.2M Hold
865,800
– – 10.92% 2
2018
Q3 		$87.6M Buy
865,800
+81,100
+10% +$8.27M 11.75% 3
2018
Q2 		$80.4M Buy
784,700
+146,700
+23% +$14.9M 13.09% 2
2018
Q1 		$65.8M Buy
+638,000
New +$65.7M 13.78% 3

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return