Edge Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Edge Wealth 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
2020 Q4	–	Sell	-503	Closed	-$61K	–	410
2020 Q3	$61K	Hold	503	–	–	0.01%	187
2020 Q2	$61K	Hold	503	–	–	0.01%	250
2020 Q1	$61K	Buy	+503	New	+$57.9K	0.01%	222

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Edge Wealth Management's IEF Position: Q4 2020 in Review

Edge Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 503 shares — an estimated $61K sold.

Edge Wealth Management first reported a position in IEF in Q1 2020 and held it in 3 quarters. The position peaked at $61K in Q3 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Edge Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 503 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $61K.
Edge Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 3 quarters.
Edge Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $61K in Q3 2020.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.