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

Jeppson 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
Q4 		– Sell
-4
Closed – – 265
2020
Q3 		$0 Buy
+4
New +$488 ﹤0.01% 509

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Ameriprise
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Fidelity Investments
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Wells Fargo
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UBS Group
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Envestnet Asset Management
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Jeppson Wealth Management's IEF Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 4 shares.

Jeppson Wealth Management first reported a position in IEF in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 4 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020.
  • Jeppson Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $0 in Q3 2020.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.