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

Private Wealth 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
2020 Q1	–	Sell	-16,470	Closed	-$1.81M	–	34
2019 Q4	$1.81M	Sell	16,470 -54,481	-77%	-$6.07M	1.89%	16
2019 Q3	$7.98M	Sell	70,951 -2,763	-4%	-$308K	7.15%	5
2019 Q2	$8.11M	Sell	73,714 -77,226	-51%	-$8.28M	7.38%	5
2019 Q1	$16.1M	Sell	150,940 -95,580	-39%	-$10M	14.77%	2
2018 Q4	$25.7M	Buy	+246,520	New	+$25M	25.2%	1

Other funds holding IEF

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Group's IEF Position: Q1 2020 in Review

Private Wealth Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 16,470 shares — an estimated $1.81M sold.

Private Wealth Group first reported a position in IEF in Q4 2018 and held it in 5 quarters. The position peaked at $25.7M in Q4 2018. 607 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

Private Wealth Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Private Wealth Group sold 16,470 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $1.81M.
Private Wealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
Private Wealth Group's iShares 7-10 Year Treasury Bond ETF position peaked at $25.7M in Q4 2018.
607 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Private Wealth Group's 13F filing for Q1 2020, filed 12 May 2020.