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	0.21%	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 New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Secrest Blakey & Associates's IEF Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 513 shares — an estimated $58K sold.

Secrest Blakey & Associates first reported a position in IEF in Q4 2017 and held it in 8 quarters. The position peaked at $287K in Q4 2017. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

Secrest Blakey & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Secrest Blakey & Associates sold 513 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $58K.
Secrest Blakey & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 8 quarters.
Secrest Blakey & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $287K in Q4 2017.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.