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Hellman Jordan Management Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hellman Jordan Management Company’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
2019
Q1 		– Sell
-5,000
Closed -$521K – 59
2018
Q4 		$521K Buy
+5,000
New +$506K 0.58% 40

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hellman Jordan Management Company's IEF Position: Q1 2019 in Review

Hellman Jordan Management Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 5,000 shares — an estimated $521K sold.

Hellman Jordan Management Company first reported a position in IEF in Q4 2018 and held it in 1 quarter. The position peaked at $521K in Q4 2018. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

  • Hellman Jordan Management Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Hellman Jordan Management Company sold 5,000 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $521K.
  • Hellman Jordan Management Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Hellman Jordan Management Company's iShares 7-10 Year Treasury Bond ETF position peaked at $521K in Q4 2018.
  • 448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on Hellman Jordan Management Company's 13F filing for Q1 2019, filed 11 Jun 2019.