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

Interchange Capital Partners’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
2021
Q2 		– Sell
-3,458
Closed -$402K – 144
2021
Q1 		$402K Buy
3,458
+839
+32% +$97.8K 0.22% 143
2020
Q4 		$314K Buy
+2,619
New +$315K 0.17% 147

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Interchange Capital Partners's IEF Position: Q2 2021 in Review

Interchange Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 3,458 shares — an estimated $402K sold.

Interchange Capital Partners first reported a position in IEF in Q4 2020 and held it in 2 quarters. The position peaked at $402K in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Interchange Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 3,458 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $402K.
  • Interchange Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $402K in Q1 2021.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Interchange Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.