MKD Wealth Coaches’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MKD Wealth Coaches’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	-40,583	Closed	-$4.94M	–	29
2020 Q3	$4.94M	Sell	40,583 -16,857	-29%	-$2.06M	7.06%	4
2020 Q2	$7M	Buy	57,440 +22,629	+65%	+$2.75M	8.84%	5
2020 Q1	$4.23M	Sell	34,811 -2,328	-6%	-$268K	5.67%	6
2019 Q4	$4.09M	Sell	37,139 -397	-1%	-$44.3K	3.48%	15
2019 Q3	$4.22M	Buy	37,536 +88	+0.2%	+$9.82K	4.39%	11
2019 Q2	$4.12M	Sell	37,448 -723	-2%	-$77.5K	3.67%	13
2019 Q1	$4.07M	Buy	+38,171	New	+$3.99M	4.11%	11

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 $49B AUM 17.78% 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

MKD Wealth Coaches's IEF Position: Q4 2020 in Review

MKD Wealth Coaches sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 40,583 shares — an estimated $4.94M sold.

MKD Wealth Coaches first reported a position in IEF in Q1 2019 and held it in 7 quarters. The position peaked at $7M in Q2 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

MKD Wealth Coaches reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
MKD Wealth Coaches sold 40,583 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $4.94M.
MKD Wealth Coaches first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 7 quarters.
MKD Wealth Coaches's iShares 7-10 Year Treasury Bond ETF position peaked at $7M in Q2 2020.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on MKD Wealth Coaches's 13F filing for Q4 2020, filed 10 Feb 2021.