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

Rainey & Randall 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
2020
Q1 		– Sell
-120,468
Closed -$13.3M – 22
2019
Q4 		$13.3M Sell
120,468
-1,416
-1% -$158K 11.72% 2
2019
Q3 		$13.7M Buy
121,884
+1,992
+2% +$222K 13.62% 1
2019
Q2 		$13.2M Buy
+119,892
New +$12.8M 12.28% 1

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rainey & Randall Wealth Advisors's IEF Position: Q1 2020 in Review

Rainey & Randall Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 120,468 shares — an estimated $13.3M sold.

Rainey & Randall Wealth Advisors first reported a position in IEF in Q2 2019 and held it in 3 quarters. The position peaked at $13.7M in Q3 2019. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

  • Rainey & Randall Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Rainey & Randall Wealth Advisors sold 120,468 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $13.3M.
  • Rainey & Randall Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
  • Rainey & Randall Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $13.7M in Q3 2019.
  • 609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.