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Secrest Blakey & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Secrest Blakey & Associates’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
Q4 		– Sell
-513
Closed -$58K – 84
2019
Q3 		$58K Hold
513
– – 0.05% 109
2019
Q2 		$56K Buy
513
+20
+4% +$2.14K 0.05% 106
2019
Q1 		$53K Sell
493
-1,839
-79% -$192K 0.05% 100
2018
Q4 		$243K Sell
2,332
-222
-9% -$22.5K 0.2% 87
2018
Q3 		$258K Sell
2,554
-74
-3% -$7.55K 0.2% 87
2018
Q2 		$269K Buy
2,628
+2
+0.1% +$204 0.22% 91
2018
Q1 		$271K Sell
2,626
-92
-3% -$9.47K 0.23% 89
2017
Q4 		$287K Buy
+2,718
New +$288K 0.23% 85

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return