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

Lowe 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
2020
Q3 		– Sell
-700
Closed -$85K – 272
2020
Q2 		$85K Buy
700
+480
+218% +$58.3K 0.05% 50
2020
Q1 		$27K Sell
220
-20
-8% -$2.3K 0.02% 86
2019
Q4 		$26K Sell
240
-180
-43% -$20.1K 0.01% 103
2019
Q3 		$47K Sell
420
-75
-15% -$8.37K 0.03% 65
2019
Q2 		$54K Sell
495
-50,494
-99% -$5.41M 0.03% 59
2019
Q1 		$5.44M Buy
50,989
+67
+0.1% +$7.01K 3.29% 11
2018
Q4 		$5.31M Sell
50,922
-3,640
-7% -$369K 3.63% 10
2018
Q3 		$5.52M Sell
54,562
-4,080
-7% -$416K 3.27% 11
2018
Q2 		$6.01M Sell
58,642
-1,698
-3% -$173K 3.73% 11
2018
Q1 		$6.23M Sell
60,340
-1,558
-3% -$160K 3.91% 9
2017
Q4 		$6.54M Sell
61,898
-1,745
-3% -$185K 3.98% 7
2017
Q3 		$6.78M Buy
63,643
+199
+0.3% +$21.3K 4.23% 6
2017
Q2 		$6.76M Sell
63,444
-52
-0.1% -$5.55K 4.31% 6
2017
Q1 		$6.7M Buy
63,496
+2,098
+3% +$220K 4.41% 6
2016
Q4 		$6.44M Buy
61,398
+3,024
+5% +$325K 4.4% 7
2016
Q3 		$6.53M Buy
58,374
+809
+1% +$90.7K 4.42% 6
2016
Q2 		$6.5M Buy
57,565
+881
+2% +$97.4K 4.37% 6
2016
Q1 		$6.25M Buy
56,684
+4,653
+9% +$507K 4.29% 7
2015
Q4 		$5.49M Buy
+52,031
New +$5.55M 3.74% 8

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lowe Wealth Advisors's IEF Position: Q3 2020 in Review

Lowe Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020, closing a stake of 700 shares — an estimated $85K sold.

Lowe Wealth Advisors first reported a position in IEF in Q4 2015 and held it in 19 quarters. The position peaked at $6.78M in Q3 2017. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Lowe Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 700 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $85K.
  • Lowe Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 19 quarters.
  • Lowe Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6.78M in Q3 2017.
  • 655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Lowe Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.