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Heritage Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Heritage Trust’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
-490
Closed -$51K – 286
2018
Q4 		$51K Buy
+490
New +$49.6K 0.02% 205
2017
Q4 		– Sell
-52
Closed -$6K – 412
2017
Q3 		$6K Buy
+52
New +$5.57K ﹤0.01% 308

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

Heritage Trust's IEF Position: Q1 2019 in Review

Heritage Trust sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 490 shares — an estimated $51K sold.

Heritage Trust first reported a position in IEF in Q3 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2018. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

  • Heritage Trust reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 490 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $51K.
  • Heritage Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and held it in 2 quarters.
  • Heritage Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $51K in Q4 2018.
  • 448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.