Outlook Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Outlook Wealth Advisors’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 Q2	–	Sell	-6,384	Closed	-$721K	–	216
2021 Q1	$721K	Sell	6,384 -9,330	-59%	-$1.09M	0.25%	92
2020 Q4	$1.89M	Sell	15,714 -393	-2%	-$47.3K	0.69%	36
2020 Q3	$1.96M	Buy	16,107 +6,231	+63%	+$760K	0.78%	30
2020 Q2	$1.2M	Buy	9,876 +1,292	+15%	+$157K	0.51%	53
2020 Q1	$1.04M	Buy	+8,584	New	+$988K	0.59%	45

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Outlook Wealth Advisors's IEF Position: Q2 2021 in Review

Outlook Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 6,384 shares — an estimated $721K sold.

Outlook Wealth Advisors first reported a position in IEF in Q1 2020 and held it in 5 quarters. The position peaked at $1.96M in Q3 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

Outlook Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 6,384 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $721K.
Outlook Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
Outlook Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.96M in Q3 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Outlook Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.