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Engrave Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-29
Closed -$3K – 231
2020
Q2 		$3K Sell
29
-25
-46% -$3.04K ﹤0.01% 360
2020
Q1 		$6K Hold
54
– – 0.01% 258
2019
Q4 		$5K Buy
+54
New +$6.02K ﹤0.01% 356

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Engrave Wealth Partners's IEF Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020, closing a stake of 29 shares — an estimated $3K sold.

Engrave Wealth Partners first reported a position in IEF in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q1 2020. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 29 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $3K.
  • Engrave Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $6K in Q1 2020.
  • 655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.