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Fiduciary Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-25
Closed -$3K – 152
2021
Q1 		$3K Hold
25
– – ﹤0.01% 218
2020
Q4 		$3K Hold
25
– – ﹤0.01% 198
2020
Q3 		$3K Buy
+25
New +$3.05K ﹤0.01% 154

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Fiduciary Planning's IEF Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 25 shares — an estimated $3K sold.

Fiduciary Planning first reported a position in IEF in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 25 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $3K.
  • Fiduciary Planning first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares 7-10 Year Treasury Bond ETF position peaked at $3K in Q1 2021.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.