Gilbert & Cook’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Gilbert & Cook’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 Q1	–	Sell	-40,675	Closed	-$4.64M	–	206
2020 Q4	$4.64M	Sell	40,675 -126,022	-76%	-$15.2M	1%	16
2020 Q3	$20M	Buy	166,697 +1,860	+1%	+$227K	4.75%	8
2020 Q2	$20.1M	Sell	164,837 -59	-0%	-$7.17K	5.04%	7
2020 Q1	$20M	Buy	164,896 +11,094	+7%	+$1.28M	5.89%	5
2019 Q4	$17M	Buy	153,802 +13,141	+9%	+$1.47M	4.15%	8
2019 Q3	$15.8M	Buy	+140,661	New	+$15.7M	4.43%	7

Other funds holding IEF

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Gilbert & Cook's IEF Position: Q1 2021 in Review

Gilbert & Cook sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 40,675 shares — an estimated $4.64M sold.

Gilbert & Cook first reported a position in IEF in Q3 2019 and held it in 6 quarters. The position peaked at $20.1M in Q2 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Gilbert & Cook reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Gilbert & Cook sold 40,675 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $4.64M.
Gilbert & Cook first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
Gilbert & Cook's iShares 7-10 Year Treasury Bond ETF position peaked at $20.1M in Q2 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Gilbert & Cook's 13F filing for Q1 2021, filed 14 Apr 2021.