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

Pinion 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
2020 Q4	–	Sell	-1,666	Closed	-$203K	–	137
2020 Q3	$203K	Hold	1,666	–	–	0.31%	110
2020 Q2	$203K	Buy	+1,666	New	+$202K	0.31%	110
2019 Q3	–	Sell	-3,152	Closed	-$347K	–	114
2019 Q2	$347K	Buy	+3,152	New	+$338K	0.74%	68

Other funds holding IEF

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pinion Investment Advisors's IEF Position: Q4 2020 in Review

Pinion Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 1,666 shares — an estimated $203K sold.

Pinion Investment Advisors first reported a position in IEF in Q2 2019 and held it in 3 quarters. The position peaked at $347K in Q2 2019. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Pinion Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Pinion Investment Advisors sold 1,666 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $203K.
Pinion Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
Pinion Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $347K in Q2 2019.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Pinion Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.