Grace Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Grace 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 Q4	–	Sell	-1,709	Closed	-$208K	–	260
2020 Q3	$208K	Hold	1,709	–	–	0.16%	123
2020 Q2	$208K	Sell	1,709 -752	-31%	-$91.4K	0.18%	117
2020 Q1	$299K	Hold	2,461	–	–	0.29%	88
2019 Q4	$271K	Buy	+2,461	New	+$274K	0.22%	108
2019 Q2	–	Sell	-2,461	Closed	-$247K	–	193
2019 Q1	$247K	Hold	2,461	–	–	0.1%	159
2018 Q4	$256K	Buy	+2,461	New	+$249K	0.12%	155

Other funds holding IEF

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Grace Capital's IEF Position: Q4 2020 in Review

Grace Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 1,709 shares — an estimated $208K sold.

Grace Capital first reported a position in IEF in Q4 2018 and held it in 6 quarters. The position peaked at $299K in Q1 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Grace Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Grace Capital sold 1,709 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $208K.
Grace Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 6 quarters.
Grace Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $299K in Q1 2020.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Grace Capital's 13F filing for Q4 2020, filed 10 Feb 2021.