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J. Goldman & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

J. Goldman & Co’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
2018
Q2 		– Sell
-26,400
Closed -$2.72M – 396
2018
Q1 		$2.72M Buy
+26,400
New +$2.72M 0.12% 189

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

J. Goldman & Co's IEF Position: Q2 2018 in Review

J. Goldman & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2018, closing a stake of 26,400 shares — an estimated $2.72M sold.

J. Goldman & Co first reported a position in IEF in Q1 2018 and held it in 1 quarter. The position peaked at $2.72M in Q1 2018. 387 funds tracked by Wall St. Rank hold IEF as of Q2 2018.

  • J. Goldman & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • J. Goldman & Co sold 26,400 iShares 7-10 Year Treasury Bond ETF shares in Q2 2018, an estimated $2.72M.
  • J. Goldman & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • J. Goldman & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $2.72M in Q1 2018.
  • 387 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2018.

Based on J. Goldman & Co's 13F filing for Q2 2018, filed 14 Aug 2018.