San Francisco Sentry Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

San Francisco Sentry Investment 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
2019 Q1	–	Sell	-279	Closed	-$29K	–	994
2018 Q4	$29K	Hold	279	–	–	0.01%	432
2018 Q3	$28K	Buy	+279	New	+$28.5K	0.01%	459
2018 Q2	–	Sell	-135	Closed	-$14K	–	795
2018 Q1	$14K	Hold	135	–	–	﹤0.01%	644
2017 Q4	$14K	Hold	135	–	–	﹤0.01%	630
2017 Q3	$14K	Hold	135	–	–	﹤0.01%	603
2017 Q2	$14K	Buy	+135	New	+$14.4K	0.01%	500

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

San Francisco Sentry Investment Group's IEF Position: Q1 2019 in Review

San Francisco Sentry Investment Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 279 shares — an estimated $29K sold.

San Francisco Sentry Investment Group first reported a position in IEF in Q2 2017 and held it in 6 quarters. The position peaked at $29K in Q4 2018. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

San Francisco Sentry Investment Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
San Francisco Sentry Investment Group sold 279 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $29K.
San Francisco Sentry Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 6 quarters.
San Francisco Sentry Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $29K in Q4 2018.
448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2019, filed 8 May 2019.