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

Lee Capital Holdings’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
Q2 		– Sell
-3,021
Closed -$341K – 68
2021
Q1 		$341K Sell
3,021
-23,052
-88% -$2.69M 0.15% 87
2020
Q4 		$3.13M Buy
26,073
+17,174
+193% +$2.07M 1.84% 17
2020
Q3 		$1.08M Buy
+8,899
New +$1.09M 0.63% 43
2020
Q2 		– Sell
-2,363
Closed -$287K – 52
2020
Q1 		$287K Sell
2,363
-582
-20% -$67K 0.24% 58
2019
Q4 		$325K Buy
+2,945
New +$328K 0.3% 54

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Lee Capital Holdings's IEF Position: Q2 2021 in Review

Lee Capital Holdings sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 3,021 shares — an estimated $341K sold.

Lee Capital Holdings first reported a position in IEF in Q4 2019 and held it in 5 quarters. The position peaked at $3.13M in Q4 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Lee Capital Holdings reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Lee Capital Holdings sold 3,021 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $341K.
  • Lee Capital Holdings first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
  • Lee Capital Holdings's iShares 7-10 Year Treasury Bond ETF position peaked at $3.13M in Q4 2020.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Lee Capital Holdings's 13F filing for Q2 2021, filed 16 Aug 2021.