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Nachman Norwood & Parrott’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Nachman Norwood & Parrott’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
-100
Closed -$12K – 620
2020
Q3 		$12K Buy
+100
New +$12.2K ﹤0.01% 715

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Nachman Norwood & Parrott's IEF Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 100 shares — an estimated $12K sold.

Nachman Norwood & Parrott first reported a position in IEF in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 100 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $12K.
  • Nachman Norwood & Parrott first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares 7-10 Year Treasury Bond ETF position peaked at $12K in Q3 2020.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.