Hayden Royal’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hayden Royal’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	-2,042	Closed	-$248K	–	509
2020 Q3	$248K	Buy	+2,042	New	+$249K	0.13%	163
2020 Q2	–	Sell	-2,280	Closed	-$277K	–	203
2020 Q1	$277K	Buy	2,280 +324	+17%	+$37.3K	0.16%	156
2019 Q4	$222K	Sell	1,956 -1,643	-46%	-$183K	0.11%	193
2019 Q3	$405K	Sell	3,599 -360	-9%	-$40.2K	0.36%	94
2019 Q2	$432K	Buy	3,959 +2	+0.1%	+$214	0.46%	71
2019 Q1	$422K	Sell	3,957 -170	-4%	-$17.8K	0.55%	62
2018 Q4	$430K	Buy	+4,127	New	+$418K	0.22%	101

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 22.9% 1-Year Est. Return

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

Hayden Royal's IEF Position: Q4 2020 in Review

Hayden Royal sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 2,042 shares — an estimated $248K sold.

Hayden Royal first reported a position in IEF in Q4 2018 and held it in 7 quarters. The position peaked at $432K in Q2 2019. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Hayden Royal reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Hayden Royal sold 2,042 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $248K.
Hayden Royal first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 7 quarters.
Hayden Royal's iShares 7-10 Year Treasury Bond ETF position peaked at $432K in Q2 2019.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.