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Shepherd Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Shepherd Financial Partners’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
-103,321
Closed -$12.4M – 144
2020
Q4 		$12.4M Sell
103,321
-36,890
-26% -$4.44M 2.82% 7
2020
Q3 		$17.1M Buy
140,211
+13,114
+10% +$1.6M 4.02% 5
2020
Q2 		$15.5M Buy
+127,097
New +$15.4M 4.2% 5

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $1.9T AUM 41.92% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Shepherd Financial Partners's IEF Position: Q1 2021 in Review

Shepherd Financial Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 103,321 shares — an estimated $12.4M sold.

Shepherd Financial Partners first reported a position in IEF in Q2 2020 and held it in 3 quarters. The position peaked at $17.1M in Q3 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • Shepherd Financial Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 103,321 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $12.4M.
  • Shepherd Financial Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Shepherd Financial Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $17.1M in Q3 2020.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Shepherd Financial Partners's 13F filing for Q1 2021, filed 14 May 2021.