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

Kingfisher Capital’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
-10,179
Closed -$1.24M – 146
2020
Q1 		$1.24M Sell
10,179
-614
-6% -$70.7K 0.64% 62
2019
Q4 		$1.19M Sell
10,793
-183
-2% -$20.4K 0.56% 66
2019
Q3 		$1.23M Buy
10,976
+397
+4% +$44.3K 0.74% 61
2019
Q2 		$1.16M Sell
10,579
-119
-1% -$12.8K 0.72% 54
2019
Q1 		$1.14M Buy
10,698
+380
+4% +$39.7K 0.73% 52
2018
Q4 		$1.07M Sell
10,318
-1,362
-12% -$138K 0.77% 47
2018
Q3 		$1.18M Sell
11,680
-469
-4% -$47.8K 0.63% 53
2018
Q2 		$1.25M Sell
12,149
-1,475
-11% -$150K 0.79% 47
2018
Q1 		$1.41M Sell
13,624
-1,345
-9% -$139K 0.9% 41
2017
Q4 		$1.58M Sell
14,969
-379
-2% -$40.2K 1% 34
2017
Q3 		$1.64M Sell
15,348
-20,847
-58% -$2.23M 1.08% 31
2017
Q2 		$3.86M Buy
36,195
+1,120
+3% +$120K 2.61% 5
2017
Q1 		$3.7M Buy
35,075
+21,547
+159% +$2.26M 2.67% 4
2016
Q4 		$1.42M Buy
+13,528
New +$1.45M 1.07% 35

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kingfisher Capital's IEF Position: Q2 2020 in Review

Kingfisher Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 10,179 shares — an estimated $1.24M sold.

Kingfisher Capital first reported a position in IEF in Q4 2016 and held it in 14 quarters. The position peaked at $3.86M in Q2 2017. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • Kingfisher Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Kingfisher Capital sold 10,179 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $1.24M.
  • Kingfisher Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 14 quarters.
  • Kingfisher Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $3.86M in Q2 2017.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Kingfisher Capital's 13F filing for Q2 2020, filed 11 Aug 2020.