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	$167K	Buy	+1,585	New	+$168K	0.04%	265

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM

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

Private Capital Group's IEF Position: Q1 2021 in Review

Private Capital Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 2,347 shares — an estimated $282K sold.

Private Capital Group first reported a position in IEF in Q4 2017 and held it in 10 quarters. The position peaked at $287K in Q3 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Private Capital Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Private Capital Group sold 2,347 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $282K.
Private Capital Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 10 quarters.
Private Capital Group's iShares 7-10 Year Treasury Bond ETF position peaked at $287K in Q3 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Private Capital Group's 13F filing for Q1 2021, filed 12 Apr 2021.