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

Kalos 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
2021 Q3	–	Sell	-11,892	Closed	-$1.39M	–	299
2021 Q2	$1.39M	Buy	+11,892	New	+$1.36M	0.56%	57
2020 Q2	–	Sell	-3,188	Closed	-$386K	–	218
2020 Q1	$386K	Buy	+3,188	New	+$367K	0.17%	134

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Kalos Management's IEF Position: Q3 2021 in Review

Kalos Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 11,892 shares — an estimated $1.39M sold.

Kalos Management first reported a position in IEF in Q1 2020 and held it in 2 quarters. The position peaked at $1.39M in Q2 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Kalos Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Kalos Management sold 11,892 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $1.39M.
Kalos Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
Kalos Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.39M in Q2 2021.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Kalos Management's 13F filing for Q3 2021, filed 10 Nov 2021.