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NewDay Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NewDay Solutions’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
Q2 		$342K Sell
2,806
-7,938
-74% -$965K 2.85% 8
2020
Q1 		$1.31M Sell
10,744
-22,305
-67% -$2.57M 5.47% 6
2019
Q4 		$3.64M Sell
33,049
-22,817
-41% -$2.54M 3.54% 12
2019
Q3 		$6.24M Buy
55,866
+7,210
+15% +$804K 4.41% 10
2019
Q2 		$5.34M Buy
+48,656
New +$5.21M 3.86% 10

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewDay Solutions's IEF Position: Q2 2020 in Review

NewDay Solutions reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 74% in Q2 2020, selling an estimated $965K and leaving 2,806 shares worth $342K. The position accounts for 2.85% of the portfolio, ranked #8.

NewDay Solutions first reported a position in IEF in Q2 2019 and has held it in 5 quarters since. The position peaked at $6.24M in Q3 2019. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • NewDay Solutions held 2,806 shares of iShares 7-10 Year Treasury Bond ETF worth $342K as of Q2 2020.
  • NewDay Solutions sold 7,938 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $965K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.85% of NewDay Solutions's portfolio in Q2 2020, its #8 holding.
  • NewDay Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 5 quarters since.
  • NewDay Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $6.24M in Q3 2019.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on NewDay Solutions's 13F filing for Q2 2020, filed 14 Aug 2020.