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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

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Ameriprise
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Fidelity Investments
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UBS Group
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Envestnet Asset Management
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PNC Financial Services Group
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