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

Fairview Capital 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
2020
Q3 		– Sell
-1,928
Closed -$234K – 137
2020
Q2 		$234K Hold
1,928
– – 0.01% 118
2020
Q1 		$234K Buy
+1,928
New +$222K 0.01% 122

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

Fairview Capital Investment Management's IEF Position: Q3 2020 in Review

Fairview Capital Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020, closing a stake of 1,928 shares — an estimated $234K sold.

Fairview Capital Investment Management first reported a position in IEF in Q1 2020 and held it in 2 quarters. The position peaked at $234K in Q2 2020. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Fairview Capital Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Fairview Capital Investment Management sold 1,928 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $234K.
  • Fairview Capital Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Fairview Capital Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $234K in Q2 2020.
  • 655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Fairview Capital Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.