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Santori & Peters Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Santori & Peters Inc’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
-7,901
Closed -$892K – 58
2021
Q1 		$892K Sell
7,901
-624
-7% -$72.7K 0.53% 24
2020
Q4 		$1.01M Buy
+8,525
New +$1.03M 0.57% 18

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

Santori & Peters Inc's IEF Position: Q2 2021 in Review

Santori & Peters Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 7,901 shares — an estimated $892K sold.

Santori & Peters Inc first reported a position in IEF in Q4 2020 and held it in 2 quarters. The position peaked at $1.01M in Q4 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Santori & Peters Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 7,901 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $892K.
  • Santori & Peters Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Santori & Peters Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $1.01M in Q4 2020.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Santori & Peters Inc's 13F filing for Q2 2021, filed 21 Jul 2021.