Mid Atlantic Financial Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$3.68M	Sell	31,931 -3,813	-11%	-$446K	0.25%	87
2021 Q2	$4.13M	Sell	35,744 -5,378	-13%	-$615K	0.28%	80
2021 Q1	$4.64M	Sell	41,122 -9,306	-18%	-$1.08M	0.34%	65
2020 Q4	$6.05M	Buy	50,428 +10,268	+26%	+$1.24M	0.46%	43
2020 Q3	$4.8M	Sell	40,160 -30,208	-43%	-$3.69M	0.42%	52
2020 Q2	$8.58M	Buy	70,368 +3,511	+5%	+$427K	0.83%	20
2020 Q1	$8.12M	Buy	66,857 +41,263	+161%	+$4.75M	0.93%	16
2019 Q4	$2.82M	Buy	25,594 +23,701	+1,252%	+$2.64M	0.26%	84
2019 Q3	$213K	Sell	1,893 -448	-19%	-$50K	0.02%	604
2019 Q2	$258K	Buy	2,341 +463	+25%	+$49.6K	0.03%	561
2019 Q1	$200K	Buy	+1,878	New	+$196K	0.02%	630

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mid Atlantic Financial Management's IEF Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q3 2021, selling an estimated $446K and leaving 31,931 shares worth $3.68M. The position accounts for 0.25% of the portfolio, ranked #87.

Mid Atlantic Financial Management first reported a position in IEF in Q1 2019 and has held it in 11 quarters since. The position peaked at $8.58M in Q2 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Mid Atlantic Financial Management held 31,931 shares of iShares 7-10 Year Treasury Bond ETF worth $3.68M as of Q3 2021.
Mid Atlantic Financial Management sold 3,813 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $446K.
iShares 7-10 Year Treasury Bond ETF made up 0.25% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #87 holding.
Mid Atlantic Financial Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 11 quarters since.
Mid Atlantic Financial Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.58M in Q2 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.