Pin Oak Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pin Oak Investment 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 Q3	–	Sell	-49	Closed	-$6K	–	415
2021 Q2	$6K	Hold	49	–	–	0.01%	338
2021 Q1	$6K	Hold	49	–	–	0.01%	347
2020 Q4	$6K	Hold	49	–	–	﹤0.01%	369
2020 Q3	$6K	Hold	49	–	–	0.01%	341
2020 Q2	$6K	Hold	49	–	–	0.01%	330
2020 Q1	$6K	Buy	+49	New	+$5.64K	0.01%	331

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

WCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Pin Oak Investment Advisors's IEF Position: Q3 2021 in Review

Pin Oak Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 49 shares — an estimated $6K sold.

Pin Oak Investment Advisors first reported a position in IEF in Q1 2020 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Pin Oak Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Pin Oak Investment Advisors sold 49 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $6K.
Pin Oak Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
Pin Oak Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6K in Q2 2021.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.