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Lineweaver Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lineweaver Wealth Advisors’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
Q1 		– Sell
-3,527
Closed -$423K – 116
2020
Q4 		$423K Buy
3,527
+1,356
+62% +$163K 0.17% 57
2020
Q3 		$264K Buy
2,171
+362
+20% +$44.2K 0.12% 73
2020
Q2 		$220K Buy
+1,809
New +$220K 0.11% 75

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Lineweaver Wealth Advisors's IEF Position: Q1 2021 in Review

Lineweaver Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 3,527 shares — an estimated $423K sold.

Lineweaver Wealth Advisors first reported a position in IEF in Q2 2020 and held it in 3 quarters. The position peaked at $423K in Q4 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • Lineweaver Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 3,527 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $423K.
  • Lineweaver Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $423K in Q4 2020.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.