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

Sequoia 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
2019 Q4	–	Sell	-3,137	Closed	-$351K	–	30
2019 Q3	$351K	Buy	3,137 +212	+7%	+$23.7K	0.72%	36
2019 Q2	$318K	Sell	2,925 -212	-7%	-$22.7K	0.3%	40
2019 Q1	$336K	Buy	3,137 +212	+7%	+$22.2K	0.27%	52
2018 Q4	$305K	Buy	+2,925	New	+$296K	0.3%	48

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

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

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

WCM

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

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

Sequoia Wealth Management's IEF Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 3,137 shares — an estimated $351K sold.

Sequoia Wealth Management first reported a position in IEF in Q4 2018 and held it in 4 quarters. The position peaked at $351K in Q3 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

Sequoia Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 3,137 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $351K.
Sequoia Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Sequoia Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $351K in Q3 2019.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.