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SFMG Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SFMG Wealth Advisors’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
Q1 		– Sell
-11,427
Closed -$1.37M – 246
2020
Q4 		$1.37M Sell
11,427
-83
-0.7% -$9.98K 0.17% 62
2020
Q3 		$1.4M Sell
11,510
-2,148
-16% -$262K 0.19% 49
2020
Q2 		$1.67M Buy
13,658
+48
+0.4% +$5.83K 0.24% 41
2020
Q1 		$1.65M Sell
13,610
-34
-0.2% -$3.91K 0.25% 31
2019
Q4 		$1.5M Sell
13,644
-1,575
-10% -$176K 0.18% 50
2019
Q3 		$1.71M Sell
15,219
-93
-0.6% -$10.4K 0.23% 32
2019
Q2 		$1.68M Buy
+15,312
New +$1.64M 0.23% 28
2017
Q4 		– Sell
-6,494
Closed -$692K – 151
2017
Q3 		$692K Sell
6,494
-307
-5% -$32.9K 0.14% 53
2017
Q2 		$725K Sell
6,801
-1,649
-20% -$176K 0.15% 52
2017
Q1 		$892K Sell
8,450
-797
-9% -$83.7K 0.18% 43
2016
Q4 		$969K Sell
9,247
-11,019
-54% -$1.18M 0.21% 43
2016
Q3 		$2.27M Sell
20,266
-1,430
-7% -$160K 0.5% 22
2016
Q2 		$2.45M Sell
21,696
-1,556
-7% -$172K 0.55% 21
2016
Q1 		$2.57M Buy
23,252
+4,637
+25% +$506K 0.57% 23
2015
Q4 		$1.97M Buy
18,615
+4,868
+35% +$519K 0.45% 25
2015
Q3 		$1.48M Buy
+13,747
New +$1.46M 0.36% 36
2015
Q2 		– Sell
-4,068
Closed -$441K – 139
2015
Q1 		$441K Buy
+4,068
New +$439K 0.04% 109

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

SFMG Wealth Advisors's IEF Position: Q1 2021 in Review

SFMG Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 11,427 shares — an estimated $1.37M sold.

SFMG Wealth Advisors first reported a position in IEF in Q1 2015 and held it in 17 quarters. The position peaked at $2.57M in Q1 2016. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • SFMG Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 11,427 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $1.37M.
  • SFMG Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and held it in 17 quarters.
  • SFMG Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.57M in Q1 2016.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on SFMG Wealth Advisors's 13F filing for Q1 2021, filed 3 May 2021.