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Shufro Rose & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Shufro Rose & Co’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
-330
Closed -$37K – 331
2019
Q3 		$37K Buy
+330
New +$36.8K ﹤0.01% 316

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shufro Rose & Co's IEF Position: Q4 2019 in Review

Shufro Rose & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 330 shares — an estimated $37K sold.

Shufro Rose & Co first reported a position in IEF in Q3 2019 and held it in 1 quarter. The position peaked at $37K in Q3 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

  • Shufro Rose & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Shufro Rose & Co sold 330 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $37K.
  • Shufro Rose & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Shufro Rose & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $37K in Q3 2019.
  • 567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Shufro Rose & Co's 13F filing for Q4 2019, filed 28 Jan 2020.