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Peak Financial Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Peak Financial Management’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
-1,704
Closed -$208K – 67
2020
Q3 		$208K Buy
+1,704
New +$208K 0.09% 57

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Bank of America
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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

Peak Financial Management's IEF Position: Q4 2020 in Review

Peak Financial Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 1,704 shares — an estimated $208K sold.

Peak Financial Management first reported a position in IEF in Q3 2020 and held it in 1 quarter. The position peaked at $208K in Q3 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Peak Financial Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Peak Financial Management sold 1,704 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $208K.
  • Peak Financial Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Peak Financial Management's iShares 7-10 Year Treasury Bond ETF position peaked at $208K in Q3 2020.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Peak Financial Management's 13F filing for Q4 2020, filed 26 Jan 2021.