Jackson Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Jackson Wealth Management’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 Q2	–	Sell	-3,397	Closed	-$410K	–	129
2020 Q1	$410K	Buy	+3,397	New	+$391K	0.09%	97
2019 Q4	–	Sell	-5,240	Closed	-$590K	–	153
2019 Q3	$590K	Buy	+5,240	New	+$585K	0.12%	111
2019 Q1	–	Sell	-10,859	Closed	-$1.14M	–	87
2018 Q4	$1.14M	Buy	+10,859	New	+$1.1M	0.34%	68
2016 Q3	–	Sell	-15,981	Closed	-$1.8M	–	68
2016 Q2	$1.8M	Sell	15,981 -7,861	-33%	-$869K	0.67%	33
2016 Q1	$2.64M	Buy	+23,842	New	+$2.6M	1.02%	24
2015 Q4	–	Sell	-34,357	Closed	-$3.71M	–	88
2015 Q3	$3.71M	Buy	+34,357	New	+$3.65M	1.33%	17

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jackson Wealth Management's IEF Position: Q2 2020 in Review

Jackson Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 3,397 shares — an estimated $410K sold.

Jackson Wealth Management first reported a position in IEF in Q3 2015 and held it in 6 quarters. The position peaked at $3.71M in Q3 2015. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

Jackson Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Jackson Wealth Management sold 3,397 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $410K.
Jackson Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 6 quarters.
Jackson Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.71M in Q3 2015.
633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Jackson Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2020.