JD Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

JD Capital 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 Q1	–	Sell	-350,000	Closed	-$38.6M	–	18
2019 Q4	$38.6M	Hold	350,000	–	–	7.55%	5
2019 Q3	$39.4M	Hold	350,000	–	–	10.88%	4
2019 Q2	$38.5M	Buy	350,000 +150,000	+75%	+$16.1M	11.12%	4
2019 Q1	$21.3M	Sell	200,000 -400,000	-67%	-$41.8M	5.83%	5
2018 Q4	$62.5M	Hold	600,000	–	–	9.48%	4
2018 Q3	$60.7M	Hold	600,000	–	–	13.04%	3
2018 Q2	$61.5M	Buy	600,000 +300,000	+100%	+$30.6M	15.64%	2
2018 Q1	$31M	Sell	300,000 -131,700	-31%	-$13.6M	11.39%	5
2017 Q4	$45.6M	Hold	431,700	–	–	14.1%	3
2017 Q3	$46M	Buy	431,700 +191,700	+80%	+$20.5M	13.24%	3
2017 Q2	$25.6M	Buy	+240,000	New	+$25.6M	6.19%	5

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JD Capital Management's IEF Position: Q1 2020 in Review

JD Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 228,000 shares — an estimated $25.1M sold.

JD Capital Management first reported a position in IEF in Q4 2017 and held it in 4 quarters. The position peaked at $25.1M in Q4 2019. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

JD Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
JD Capital Management sold 228,000 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $25.1M.
JD Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
JD Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $25.1M in Q4 2019.
609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on JD Capital Management's 13F filing for Q1 2020, filed 12 May 2020.