Rowland Carmichael Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rowland Carmichael 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 Q4	$3.08M	Buy	25,667 +21,464	+511%	+$2.58M	0.97%	20
2020 Q3	$512K	Buy	4,203 +2,825	+205%	+$345K	0.2%	125
2020 Q2	$168K	Buy	1,378 +1,223	+789%	+$149K	0.07%	267
2020 Q1	$19K	Buy	155 +102	+192%	+$11.7K	0.01%	288
2019 Q4	$6K	Sell	53 -562	-91%	-$62.7K	﹤0.01%	342
2019 Q3	$69K	Buy	615 +53	+9%	+$5.91K	0.02%	297
2019 Q2	$62K	Hold	562	–	–	0.02%	281
2019 Q1	$60K	Hold	562	–	–	0.02%	277
2018 Q4	$59K	Hold	562	–	–	0.03%	253
2018 Q3	$57K	Hold	562	–	–	0.02%	303
2018 Q2	$58K	Sell	562 -2,203	-80%	-$224K	0.02%	308
2018 Q1	$285K	Sell	2,765 -47	-2%	-$4.84K	0.16%	183
2017 Q4	$297K	Buy	2,812 +372	+15%	+$39.4K	0.15%	179
2017 Q3	$260K	Buy	2,440 +278	+13%	+$29.8K	0.14%	190
2017 Q2	$230K	Buy	2,162 +832	+63%	+$88.9K	0.13%	193
2017 Q1	$140K	Sell	1,330 -1,268	-49%	-$133K	0.09%	230
2016 Q4	$272K	Buy	2,598 +1,434	+123%	+$154K	0.16%	174
2016 Q3	$130K	Sell	1,164 -20	-2%	-$2.24K	0.08%	226
2016 Q2	$134K	Sell	1,184 -604	-34%	-$66.8K	0.08%	229
2016 Q1	$197K	Buy	+1,788	New	+$195K	0.18%	133

Other funds holding IEF

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rowland Carmichael Advisors's IEF Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 511% in Q4 2020, buying an estimated $2.58M and bringing the position to 25,667 shares worth $3.08M. The position accounts for 0.97% of the portfolio, ranked #20.

Rowland Carmichael Advisors first reported a position in IEF in Q1 2016 and has held it in 20 quarters since. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Rowland Carmichael Advisors held 25,667 shares of iShares 7-10 Year Treasury Bond ETF worth $3.08M as of Q4 2020.
Rowland Carmichael Advisors bought 21,464 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $2.58M.
iShares 7-10 Year Treasury Bond ETF made up 0.97% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #20 holding.
Rowland Carmichael Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 20 quarters since.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.