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MACRO Consulting Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MACRO Consulting Group’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 		$17.2M Buy
149,259
+18,778
+14% +$2.15M 8.88% 1
2021
Q1 		$14.7M Buy
130,481
+15,163
+13% +$1.77M 7.97% 1
2020
Q4 		$13.8M Buy
115,318
+2,692
+2% +$324K 8.02% 2
2020
Q3 		$13.5M Buy
112,626
+4,134
+4% +$504K 8.9% 2
2020
Q2 		$13.2M Buy
108,492
+1,726
+2% +$210K 9.17% 2
2020
Q1 		$13M Buy
+106,766
New +$12.3M 9.99% 2

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 $2.42B AUM 17.68% 1-Year Est. Return

MACRO Consulting Group's IEF Position: Q2 2021 in Review

MACRO Consulting Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q2 2021, buying an estimated $2.15M and bringing the position to 149,259 shares worth $17.2M. The position accounts for 8.88% of the portfolio, ranked #1.

MACRO Consulting Group first reported a position in IEF in Q1 2020 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • MACRO Consulting Group held 149,259 shares of iShares 7-10 Year Treasury Bond ETF worth $17.2M as of Q2 2021.
  • MACRO Consulting Group bought 18,778 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $2.15M.
  • iShares 7-10 Year Treasury Bond ETF made up 8.88% of MACRO Consulting Group's portfolio in Q2 2021, its #1 holding.
  • MACRO Consulting Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.