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

Lyons Wealth 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
2019 Q4	$5.23M	Sell	47,488 -9,304	-16%	-$1.04M	15.31%	2
2019 Q3	$6.39M	Buy	56,792 +1,186	+2%	+$132K	16.61%	2
2019 Q2	$6.99M	Sell	55,606 -8,227	-13%	-$882K	16.7%	3
2019 Q1	$6.81M	Buy	63,833 +59,711	+1,449%	+$6.24M	19.14%	2
2018 Q4	$436K	Sell	4,122 -756	-15%	-$76.6K	1.42%	31
2018 Q3	$498K	Sell	4,878 -1,835	-27%	-$187K	0.99%	35
2018 Q2	$694K	Sell	6,713 -972	-13%	-$99K	0.99%	30
2018 Q1	$798K	Buy	7,685 +1,759	+30%	+$181K	1.21%	24
2017 Q4	$630K	Buy	+5,926	New	+$628K	1.03%	29
2017 Q3	–	Sell	-4,930	Closed	-$525K	–	60
2017 Q2	$525K	Buy	+4,930	New	+$527K	0.74%	36
2016 Q4	–	Sell	-1,992	Closed	-$223K	–	55
2016 Q3	$223K	Buy	+1,992	New	+$223K	0.31%	43
2015 Q1	–	Sell	-7,207	Closed	-$763K	–	71
2014 Q4	$763K	Buy	+7,207	New	+$760K	0.8%	33
2014 Q3	–	Sell	-28,191	Closed	-$2.92M	–	76
2014 Q2	$2.92M	Buy	+28,191	New	+$2.89M	2.61%	7

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lyons Wealth Management's IEF Position: Q4 2019 in Review

Lyons Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q4 2019, selling an estimated $1.04M and leaving 47,488 shares worth $5.23M. The position accounts for 15.31% of the portfolio, ranked #2.

Lyons Wealth Management first reported a position in IEF in Q2 2014 and has held it in 13 quarters since. The position peaked at $6.99M in Q2 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

Lyons Wealth Management held 47,488 shares of iShares 7-10 Year Treasury Bond ETF worth $5.23M as of Q4 2019.
Lyons Wealth Management sold 9,304 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $1.04M.
iShares 7-10 Year Treasury Bond ETF made up 15.31% of Lyons Wealth Management's portfolio in Q4 2019, its #2 holding.
Lyons Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and has held it in 13 quarters since.
Lyons Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.99M in Q2 2019.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.