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Shilanski & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Shilanski & Associates’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
Q3 		– Sell
-4,230
Closed -$465K – 91
2019
Q2 		$465K Buy
+4,230
New +$453K 0.38% 64

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shilanski & Associates's IEF Position: Q3 2019 in Review

Shilanski & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2019, closing a stake of 4,230 shares — an estimated $465K sold.

Shilanski & Associates first reported a position in IEF in Q2 2019 and held it in 1 quarter. The position peaked at $465K in Q2 2019. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

  • Shilanski & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Shilanski & Associates sold 4,230 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $465K.
  • Shilanski & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
  • Shilanski & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $465K in Q2 2019.
  • 519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on Shilanski & Associates's 13F filing for Q3 2019, filed 25 Oct 2019.