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Sage Financial Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-1,246
Closed -$141K – 64
2021
Q1 		$141K Buy
+1,246
New +$145K 0.11% 33

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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

Sage Financial Management Group's IEF Position: Q2 2021 in Review

Sage Financial Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 1,246 shares — an estimated $141K sold.

Sage Financial Management Group first reported a position in IEF in Q1 2021 and held it in 1 quarter. The position peaked at $141K in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Sage Financial Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 1,246 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $141K.
  • Sage Financial Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $141K in Q1 2021.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.