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

Friedenthal Financial’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 Q4	–	Sell	-38,376	Closed	-$4.67M	–	53
2020 Q3	$4.67M	Sell	38,376 -28,822	-43%	-$3.52M	3.75%	12
2020 Q2	$8.19M	Buy	+67,198	New	+$8.17M	7.02%	3
2020 Q1	–	Sell	-36,468	Closed	-$4.02M	–	46
2019 Q4	$4.02M	Buy	+36,468	New	+$4.07M	3.06%	14
2019 Q1	–	Sell	-35,457	Closed	-$3.69M	–	60
2018 Q4	$3.69M	Buy	+35,457	New	+$3.59M	3.46%	13
2016 Q3	–	Sell	-51,017	Closed	-$5.76M	–	46
2016 Q2	$5.76M	Buy	+51,017	New	+$5.64M	4.97%	11

Other funds holding IEF

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Friedenthal Financial's IEF Position: Q4 2020 in Review

Friedenthal Financial sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 38,376 shares — an estimated $4.67M sold.

Friedenthal Financial first reported a position in IEF in Q2 2016 and held it in 5 quarters. The position peaked at $8.19M in Q2 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Friedenthal Financial reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Friedenthal Financial sold 38,376 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $4.67M.
Friedenthal Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 5 quarters.
Friedenthal Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $8.19M in Q2 2020.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Friedenthal Financial's 13F filing for Q4 2020, filed 4 Feb 2021.