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

Sheets Smith 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
2021 Q2	–	Sell	-2,641	Closed	-$298K	–	365
2021 Q1	$298K	Sell	2,641 -129	-5%	-$15K	0.04%	274
2020 Q4	$332K	Sell	2,770 -6,996	-72%	-$842K	0.05%	262
2020 Q3	$1.19M	Sell	9,766 -924	-9%	-$113K	0.21%	104
2020 Q2	$1.3M	Sell	10,690 -1,723	-14%	-$209K	0.26%	89
2020 Q1	$1.51M	Buy	+12,413	New	+$1.43M	0.32%	79
2018 Q4	–	Sell	-5,083	Closed	-$514K	–	298
2018 Q3	$514K	Buy	+5,083	New	+$519K	0.11%	211
2018 Q2	–	Sell	-13,681	Closed	-$1.41M	–	319
2018 Q1	$1.41M	Buy	13,681 +339	+3%	+$34.9K	0.34%	82
2017 Q4	$1.41M	Buy	13,342 +832	+7%	+$88.2K	0.33%	81
2017 Q3	$1.33M	Sell	12,510 -48	-0.4%	-$5.14K	0.34%	80
2017 Q2	$1.34M	Buy	+12,558	New	+$1.34M	0.35%	81

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Sheets Smith Wealth Management's IEF Position: Q2 2021 in Review

Sheets Smith Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 2,641 shares — an estimated $298K sold.

Sheets Smith Wealth Management first reported a position in IEF in Q2 2017 and held it in 10 quarters. The position peaked at $1.51M in Q1 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

Sheets Smith Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,641 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $298K.
Sheets Smith Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 10 quarters.
Sheets Smith Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.51M in Q1 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.