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

Midwest 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
2021
Q1 		– Sell
-2,039
Closed -$245K – 92
2020
Q4 		$245K Buy
+2,039
New +$245K 0.22% 88

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AssetMark Inc
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Ameriprise
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Wells Fargo
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PNC Financial Services Group
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NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Midwest Wealth Management's IEF Position: Q1 2021 in Review

Midwest Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 2,039 shares — an estimated $245K sold.

Midwest Wealth Management first reported a position in IEF in Q4 2020 and held it in 1 quarter. The position peaked at $245K in Q4 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • Midwest Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Midwest Wealth Management sold 2,039 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $245K.
  • Midwest Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Midwest Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $245K in Q4 2020.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Midwest Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.