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

McNaughton 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
-1,704
Closed -$207K – 49
2020
Q1 		$207K Sell
1,704
-237
-12% -$27.3K 0.22% 43
2019
Q4 		$214K Buy
+1,941
New +$216K 0.2% 47

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McNaughton Wealth Management's IEF Position: Q2 2020 in Review

McNaughton Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 1,704 shares — an estimated $207K sold.

McNaughton Wealth Management first reported a position in IEF in Q4 2019 and held it in 2 quarters. The position peaked at $214K in Q4 2019. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • McNaughton Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • McNaughton Wealth Management sold 1,704 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $207K.
  • McNaughton Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • McNaughton Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $214K in Q4 2019.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on McNaughton Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.