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Segment Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Segment Wealth Management’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
2020
Q2 		– Sell
-2,121
Closed -$258K – 198
2020
Q1 		$258K Hold
2,121
– – 0.06% 162
2019
Q4 		$234K Hold
2,121
– – 0.04% 218
2019
Q3 		$239K Buy
+2,121
New +$237K 0.05% 186

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Segment Wealth Management's IEF Position: Q2 2020 in Review

Segment Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 2,121 shares — an estimated $258K sold.

Segment Wealth Management first reported a position in IEF in Q3 2019 and held it in 3 quarters. The position peaked at $258K in Q1 2020. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • Segment Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Segment Wealth Management sold 2,121 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $258K.
  • Segment Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 3 quarters.
  • Segment Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $258K in Q1 2020.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Segment Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.