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Private Capital Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Private Capital 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 		– Sell
-2,347
Closed -$282K – 2105
2020
Q4 		$282K Sell
2,347
-12
-0.5% -$1.44K 0.05% 242
2020
Q3 		$287K Buy
2,359
+274
+13% +$33.4K 0.06% 221
2020
Q2 		$254K Buy
+2,085
New +$253K 0.06% 234
2019
Q3 		– Sell
-601
Closed -$62K – 2344
2019
Q2 		$62K Buy
601
+392
+188% +$42K 0.01% 569
2019
Q1 		$22K Sell
209
-36
-15% -$3.77K ﹤0.01% 1147
2018
Q4 		$26K Sell
245
-740
-75% -$74.9K 0.01% 978
2018
Q3 		$99K Buy
985
+384
+64% +$39.2K 0.02% 430
2018
Q2 		$61K Sell
601
-244
-29% -$24.9K 0.01% 612
2018
Q1 		$87K Sell
845
-740
-47% -$76.2K 0.02% 460
2017
Q4 		$167 Buy
+1,585
New +$168K 0.04% 265

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
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
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