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FundX Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

FundX Investment Group’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
-1,786
Closed -$218K – 37
2020
Q3 		$218K Sell
1,786
-135,234
-99% -$16.5M 0.08% 34
2020
Q2 		$16.7M Buy
137,020
+5,118
+4% +$622K 7.05% 2
2020
Q1 		$16M Buy
131,902
+88,978
+207% +$10.2M 5.89% 6
2019
Q4 		$4.73M Sell
42,924
-108,093
-72% -$12.1M 1.28% 19
2019
Q3 		$17M Buy
+151,017
New +$16.8M 6.03% 8

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FundX Investment Group's IEF Position: Q4 2020 in Review

FundX Investment Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 1,786 shares — an estimated $218K sold.

FundX Investment Group first reported a position in IEF in Q3 2019 and held it in 5 quarters. The position peaked at $17M in Q3 2019. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • FundX Investment Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • FundX Investment Group sold 1,786 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $218K.
  • FundX Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 5 quarters.
  • FundX Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $17M in Q3 2019.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on FundX Investment Group's 13F filing for Q4 2020, filed 8 Feb 2021.