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Muzinich & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Muzinich & Co’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
2019
Q2 		– Sell
-1,888
Closed -$201K – 67
2019
Q1 		$201K Sell
1,888
-3,112
-62% -$325K 0.02% 50
2018
Q4 		$521K Buy
+5,000
New +$506K 0.15% 38

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Muzinich & Co's IEF Position: Q2 2019 in Review

Muzinich & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2019, closing a stake of 1,888 shares — an estimated $201K sold.

Muzinich & Co first reported a position in IEF in Q4 2018 and held it in 2 quarters. The position peaked at $521K in Q4 2018. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

  • Muzinich & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Muzinich & Co sold 1,888 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $201K.
  • Muzinich & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • Muzinich & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $521K in Q4 2018.
  • 499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on Muzinich & Co's 13F filing for Q2 2019, filed 13 Aug 2019.