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

MinichMacGregor 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 Q4	–	Sell	-17,726	Closed	-$2.16M	–	82
2020 Q3	$2.16M	Buy	+17,726	New	+$2.16M	1.02%	24
2017 Q3	–	Sell	-18	Closed	-$1K	–	494
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	433
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	422
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	421
2016 Q3	$2K	Hold	18	–	–	﹤0.01%	376
2016 Q2	$2K	Buy	18 +8	+80%	+$885	﹤0.01%	362
2016 Q1	$1K	Buy	+10	New	+$1.09K	﹤0.01%	383

Other funds holding IEF

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MinichMacGregor Wealth Management's IEF Position: Q4 2020 in Review

MinichMacGregor Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 17,726 shares — an estimated $2.16M sold.

MinichMacGregor Wealth Management first reported a position in IEF in Q1 2016 and held it in 7 quarters. The position peaked at $2.16M in Q3 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

MinichMacGregor Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
MinichMacGregor Wealth Management sold 17,726 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $2.16M.
MinichMacGregor Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 7 quarters.
MinichMacGregor Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.16M in Q3 2020.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.