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

Mader & Shannon 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
2020 Q2	–	Sell	-155,877	Closed	-$18.9M	–	22
2020 Q1	$18.9M	Sell	155,877 -1,554	-1%	-$179K	16.75%	3
2019 Q4	$17.4M	Buy	157,431 +4,756	+3%	+$530K	13.98%	3
2019 Q3	$17.2M	Sell	152,675 -1,879	-1%	-$210K	13.6%	3
2019 Q2	$17M	Sell	154,554 -5,025	-3%	-$539K	14.46%	3
2019 Q1	$17M	Buy	159,579 +897	+0.6%	+$93.8K	15.26%	2
2018 Q4	$16.5M	Buy	+158,682	New	+$16.1M	13.47%	3
2018 Q3	–	Sell	-160,216	Closed	-$16.4M	–	22
2018 Q2	$16.4M	Buy	+160,216	New	+$16.3M	19.85%	2
2016 Q3	–	Sell	-28,793	Closed	-$3.25M	–	22
2016 Q2	$3.25M	Buy	+28,793	New	+$3.18M	2.33%	7
2016 Q1	–	Sell	-110,410	Closed	-$11.7M	–	11
2015 Q4	$11.7M	Buy	+110,410	New	+$11.8M	10.32%	4

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mader & Shannon Wealth Management's IEF Position: Q2 2020 in Review

Mader & Shannon Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 155,877 shares — an estimated $18.9M sold.

Mader & Shannon Wealth Management first reported a position in IEF in Q4 2015 and held it in 9 quarters. The position peaked at $18.9M in Q1 2020. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

Mader & Shannon Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Mader & Shannon Wealth Management sold 155,877 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $18.9M.
Mader & Shannon Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 9 quarters.
Mader & Shannon Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $18.9M in Q1 2020.
633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.