First Allied Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

First Allied Advisory Services’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	$23M	Buy	188,868 +40,895	+28%	+$4.99M	0.77%	19
2020 Q2	$18M	Buy	147,973 +65,843	+80%	+$8M	0.67%	21
2020 Q1	$9.98M	Sell	82,130 -70,417	-46%	-$8.1M	0.43%	43
2019 Q4	$16.8M	Buy	152,547 +14,217	+10%	+$1.59M	0.57%	24
2019 Q3	$15.5M	Sell	138,330 -25,021	-15%	-$2.79M	0.55%	31
2019 Q2	$18M	Buy	163,351 +48,364	+42%	+$5.18M	0.62%	24
2019 Q1	$12.3M	Buy	114,987 +2,340	+2%	+$245K	0.42%	44
2018 Q4	$11.7M	Buy	112,647 +11,501	+11%	+$1.16M	0.46%	42
2018 Q3	$10.2M	Sell	101,146 -15,362	-13%	-$1.57M	0.35%	53
2018 Q2	$12M	Sell	116,508 -20,817	-15%	-$2.12M	0.45%	36
2018 Q1	$14.2M	Buy	137,325 +9,966	+8%	+$1.03M	0.55%	25
2017 Q4	$13.4M	Buy	127,359 +19,255	+18%	+$2.04M	0.53%	27
2017 Q3	$11.5M	Buy	108,104 +715	+0.7%	+$76.6K	0.5%	35
2017 Q2	$11.4M	Sell	107,389 -24,724	-19%	-$2.64M	0.51%	36
2017 Q1	$13.9M	Buy	132,113 +19,762	+18%	+$2.08M	0.72%	20
2016 Q4	$11.8M	Sell	112,351 -25,438	-18%	-$2.73M	0.6%	32
2016 Q3	$15.4M	Buy	137,789 +36,492	+36%	+$4.09M	0.82%	16
2016 Q2	$11.4M	Sell	101,297 -2,589	-2%	-$286K	0.64%	25
2016 Q1	$11.5M	Sell	103,886 -38,786	-27%	-$4.23M	0.64%	24
2015 Q4	$15M	Sell	142,672 -47,780	-25%	-$5.09M	0.78%	12
2015 Q3	$20.5M	Buy	190,452 +83,854	+79%	+$8.91M	1.13%	7
2015 Q2	$11.2M	Buy	106,598 +75,804	+246%	+$8.07M	0.5%	37
2015 Q1	$3.33M	Sell	30,794 -96,235	-76%	-$10.4M	0.22%	115
2014 Q4	$13.5M	Buy	127,029 +101,485	+397%	+$10.7M	0.98%	4
2014 Q3	$2.65M	Sell	25,544 -120,570	-83%	-$12.5M	0.21%	108
2014 Q2	$15.1M	Buy	146,114 +125,998	+626%	+$12.9M	1.11%	5
2014 Q1	$2.05M	Sell	20,116 -15,640	-44%	-$1.59M	0.15%	166
2013 Q4	$3.54M	Sell	35,756 -66,050	-65%	-$6.7M	0.28%	85
2013 Q3	$10.4M	Buy	101,806 +38,714	+61%	+$3.91M	0.6%	26
2013 Q2	$6.46M	Buy	+63,092	New	+$6.72M	0.51%	34

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Allied Advisory Services's IEF Position: Q3 2020 in Review

First Allied Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 28% in Q3 2020, buying an estimated $4.99M and bringing the position to 188,868 shares worth $23M. The position accounts for 0.77% of the portfolio, ranked #19.

First Allied Advisory Services first reported a position in IEF in Q2 2013 and has held it in 30 quarters since. 654 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

First Allied Advisory Services held 188,868 shares of iShares 7-10 Year Treasury Bond ETF worth $23M as of Q3 2020.
First Allied Advisory Services bought 40,895 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $4.99M.
iShares 7-10 Year Treasury Bond ETF made up 0.77% of First Allied Advisory Services's portfolio in Q3 2020, its #19 holding.
First Allied Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 30 quarters since.
654 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.