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

Financial Sense 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
2020 Q2	–	Sell	-123,229	Closed	-$15M	–	102
2020 Q1	$15M	Sell	123,229 -3,883	-3%	-$447K	6.73%	4
2019 Q4	$14M	Buy	127,112 +8,230	+7%	+$918K	5.15%	6
2019 Q3	$13.4M	Buy	118,882 +44,848	+61%	+$5M	6.48%	5
2019 Q2	$8.14M	Buy	74,034 +199	+0.3%	+$21.3K	3.58%	11
2019 Q1	$7.88M	Buy	+73,835	New	+$7.72M	3.48%	8

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Sense Advisors's IEF Position: Q2 2020 in Review

Financial Sense Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 123,229 shares — an estimated $15M sold.

Financial Sense Advisors first reported a position in IEF in Q1 2019 and held it in 5 quarters. The position peaked at $15M in Q1 2020. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

Financial Sense Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Financial Sense Advisors sold 123,229 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $15M.
Financial Sense Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 5 quarters.
Financial Sense Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $15M in Q1 2020.
633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Financial Sense Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.