Pinnacle Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinnacle Advisory Group’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	$79.2M	Buy	701,461 +204,508	+41%	+$23.8M	3.65%	5
2020 Q4	$59.6M	Sell	496,953 -36,521	-7%	-$4.39M	3.61%	6
2020 Q3	$65M	Buy	533,474 +176,999	+50%	+$21.6M	4.32%	5
2020 Q2	$43.4M	Sell	356,475 -90,897	-20%	-$11M	3.02%	10
2020 Q1	$54.3M	Sell	447,372 -214,600	-32%	-$24.7M	5.22%	4
2019 Q4	$73M	Sell	661,972 -363,211	-35%	-$40.5M	4.91%	4
2019 Q3	$115M	Sell	1,025,183 -609,126	-37%	-$68M	8.04%	1
2019 Q2	$180M	Sell	1,634,309 -131,066	-7%	-$14M	12.45%	1
2019 Q1	$188M	Buy	1,765,375 +4,071	+0.2%	+$426K	13.19%	1
2018 Q4	$184M	Buy	1,761,304 +846,936	+93%	+$85.8M	13.74%	1
2018 Q3	$92.5M	Sell	914,368 -3,384	-0.4%	-$345K	6.37%	4
2018 Q2	$94.1M	Buy	917,752 +913,651	+22,279%	+$93.1M	5.67%	4
2018 Q1	$423K	Sell	4,101 -76,011	-95%	-$7.83M	0.03%	132
2017 Q4	$8.46M	Buy	80,112 +2,038	+3%	+$216K	0.49%	26
2017 Q3	$8.32M	Sell	78,074 -59,689	-43%	-$6.4M	0.51%	28
2017 Q2	$14.7M	Buy	137,763 +7,844	+6%	+$838K	0.93%	29
2017 Q1	$13.7M	Sell	129,919 -12,040	-8%	-$1.26M	0.9%	29
2016 Q4	$14.9M	Sell	141,959 -83,899	-37%	-$9.01M	1.01%	31
2016 Q3	$24.9M	Buy	225,858 +3,352	+2%	+$376K	2.08%	15
2016 Q2	$25.1M	Sell	222,506 -137,334	-38%	-$15.2M	1.93%	17
2016 Q1	$39.7M	Buy	359,840 +7,542	+2%	+$823K	3.78%	9
2015 Q4	$37.2M	Buy	+352,298	New	+$37.6M	3.34%	13
2015 Q3	–	Sell	-282,888	Closed	-$29.7M	–	111
2015 Q2	$29.7M	Sell	282,888 -128,137	-31%	-$13.6M	2.89%	13
2015 Q1	$44.6M	Buy	411,025 +8,251	+2%	+$890K	3.99%	8
2014 Q4	$42.7M	Buy	+402,774	New	+$42.5M	3.87%	8
2014 Q2	–	Sell	-350,132	Closed	-$35.6M	–	133
2014 Q1	$35.6M	Buy	+350,132	New	+$35.6M	3.55%	12
2013 Q4	–	Sell	-4,851	Closed	-$495K	–	97
2013 Q3	$495K	Buy	+4,851	New	+$490K	0.06%	58

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

NFA

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

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

WCM

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

Pinnacle Advisory Group's IEF Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 41% in Q1 2021, buying an estimated $23.8M and bringing the position to 701,461 shares worth $79.2M. The position accounts for 3.65% of the portfolio, ranked #5.

Pinnacle Advisory Group first reported a position in IEF in Q3 2013 and has held it in 27 quarters since. The position peaked at $188M in Q1 2019. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Pinnacle Advisory Group held 701,461 shares of iShares 7-10 Year Treasury Bond ETF worth $79.2M as of Q1 2021.
Pinnacle Advisory Group bought 204,508 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $23.8M.
iShares 7-10 Year Treasury Bond ETF made up 3.65% of Pinnacle Advisory Group's portfolio in Q1 2021, its #5 holding.
Pinnacle Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and has held it in 27 quarters since.
Pinnacle Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $188M in Q1 2019.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.