RMR Wealth Builders’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RMR Wealth Builders’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	–	Sell	-22	Closed	-$2K	–	394
2021 Q1	$2K	Sell	22 -178	-89%	-$20.7K	﹤0.01%	733
2020 Q4	$24K	Sell	200 -2,825	-93%	-$340K	0.01%	334
2020 Q3	$369K	Buy	3,025 +2,622	+651%	+$320K	0.1%	139
2020 Q2	$49K	Buy	+403	New	+$49K	0.04%	222

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

RMR Wealth Builders's IEF Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 22 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in IEF in Q2 2020 and held it in 4 quarters. The position peaked at $369K in Q3 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

RMR Wealth Builders reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 22 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $2K.
RMR Wealth Builders first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
RMR Wealth Builders's iShares 7-10 Year Treasury Bond ETF position peaked at $369K in Q3 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.