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

Pinnacle 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	$1.88M	Buy	+16,282	New	+$1.86M	0.08%	168

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

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

Pinnacle Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021: 16,282 shares worth $1.88M. The stake represents 0.08% of the portfolio and ranks #168 among its holdings.

614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

Pinnacle Wealth Advisors held 16,282 shares of iShares 7-10 Year Treasury Bond ETF worth $1.88M as of Q2 2021.
iShares 7-10 Year Treasury Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares 7-10 Year Treasury Bond ETF made up 0.08% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #168 holding.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

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