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

Jupiter 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 Q3	–	Sell	-9,640	Closed	-$1.18M	–	76
2020 Q2	$1.18M	Hold	9,640	–	–	0.59%	35
2020 Q1	$1.17M	Buy	9,640 +10	+0.1%	+$1.15K	0.68%	31
2019 Q4	$1.07M	Buy	9,630 +780	+9%	+$87K	0.52%	35
2019 Q3	$995K	Buy	8,850 +615	+7%	+$68.6K	0.53%	37
2019 Q2	$902K	Buy	+8,235	New	+$883K	0.45%	38

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jupiter Wealth Management's IEF Position: Q3 2020 in Review

Jupiter Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020, closing a stake of 9,640 shares — an estimated $1.18M sold.

Jupiter Wealth Management first reported a position in IEF in Q2 2019 and held it in 5 quarters. The position peaked at $1.18M in Q2 2020. 654 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

Jupiter Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Jupiter Wealth Management sold 9,640 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $1.18M.
Jupiter Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
Jupiter Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.18M in Q2 2020.
654 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Jupiter Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.