Newman Dignan & Sheerar Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Newman Dignan & Sheerar Inc’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
2021 Q1	–	Sell	-2,643	Closed	-$317K	–	185
2020 Q4	$317K	Hold	2,643	–	–	0.05%	128
2020 Q3	$322K	Buy	2,643 +41	+2%	+$5K	0.13%	120
2020 Q2	$320K	Buy	2,602 +67	+3%	+$8.14K	0.14%	119
2020 Q1	$309K	Buy	2,535 +61	+2%	+$7.02K	0.16%	115
2019 Q4	$273K	Sell	2,474 -28	-1%	-$3.12K	0.03%	139
2019 Q3	$281K	Buy	2,502 +34	+1%	+$3.79K	0.13%	128
2019 Q2	$272K	Buy	2,468 +93	+4%	+$9.97K	0.12%	145
2019 Q1	$253K	Buy	+2,375	New	+$248K	0.1%	139

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IEF Position: Q1 2021 in Review

Newman Dignan & Sheerar Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 2,643 shares — an estimated $317K sold.

Newman Dignan & Sheerar Inc first reported a position in IEF in Q1 2019 and held it in 8 quarters. The position peaked at $322K in Q3 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Newman Dignan & Sheerar Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 2,643 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $317K.
Newman Dignan & Sheerar Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 8 quarters.
Newman Dignan & Sheerar Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $322K in Q3 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2021, filed 5 May 2021.