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MA Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MA Private Wealth’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
Q3 		– Sell
-10,003
Closed -$1.16M – 90
2021
Q2 		$1.16M Sell
10,003
-188
-2% -$21.5K 0.23% 46
2021
Q1 		$1.15M Sell
10,191
-619
-6% -$72.1K 0.24% 46
2020
Q4 		$1.3M Sell
10,810
-25
-0.2% -$3.01K 0.3% 39
2020
Q3 		$1.32M Buy
10,835
+62
+0.6% +$7.56K 0.31% 39
2020
Q2 		$1.31M Buy
10,773
+17
+0.2% +$2.07K 0.33% 38
2020
Q1 		$1.31M Sell
10,756
-33
-0.3% -$3.8K 0.38% 31
2019
Q4 		$1.19M Sell
10,789
-22
-0.2% -$2.45K 0.36% 27
2019
Q3 		$1.22M Sell
10,811
-140
-1% -$15.6K 0.34% 35
2019
Q2 		$1.21M Buy
10,951
+128
+1% +$13.7K 0.35% 39
2019
Q1 		$1.15M Sell
10,823
-1,890
-15% -$198K 0.37% 41
2018
Q4 		$1.32M Buy
+12,713
New +$1.29M 0.5% 40

Other funds holding IEF

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
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

MA Private Wealth's IEF Position: Q3 2021 in Review

MA Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 10,003 shares — an estimated $1.16M sold.

MA Private Wealth first reported a position in IEF in Q4 2018 and held it in 11 quarters. The position peaked at $1.32M in Q4 2018. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

  • MA Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • MA Private Wealth sold 10,003 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $1.16M.
  • MA Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 11 quarters.
  • MA Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $1.32M in Q4 2018.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on MA Private Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.