Global Financial Private Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Global Financial Private Capital’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	$28M	Buy	+230,068	New	+$28M	1.76%	10
2019 Q4	–	Sell	-54	Closed	-$6K	–	409
2019 Q3	$6K	Sell	54 -184,230	-100%	-$20.6M	﹤0.01%	318
2019 Q2	$20.3M	Buy	184,284 +181,765	+7,216%	+$19.5M	0.98%	29
2019 Q1	$269K	Buy	+2,519	New	+$263K	0.01%	330

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

Global Financial Private Capital's IEF Position: Q2 2020 in Review

Global Financial Private Capital opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020: 230,068 shares worth $28M. The stake represents 1.76% of the portfolio and ranks #10 among its holdings. This is a return to the name: Global Financial Private Capital previously reported a position in IEF as recently as Q3 2019.

Global Financial Private Capital first reported a position in IEF in Q1 2019 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

Global Financial Private Capital held 230,068 shares of iShares 7-10 Year Treasury Bond ETF worth $28M as of Q2 2020.
iShares 7-10 Year Treasury Bond ETF was a new Global Financial Private Capital position in Q2 2020.
iShares 7-10 Year Treasury Bond ETF made up 1.76% of Global Financial Private Capital's portfolio in Q2 2020, its #10 holding.
Global Financial Private Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 4 quarters since.
633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.