Simon Quick Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Simon Quick 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	-137	Closed	-$16K	–	457
2020 Q4	$16K	Sell	137 -16,384	-99%	-$1.97M	﹤0.01%	343
2020 Q3	$2.01M	Buy	16,521 +40	+0.2%	+$4.88K	0.57%	29
2020 Q2	$2.01M	Sell	16,481 -1,171	-7%	-$142K	0.76%	28
2020 Q1	$2.14M	Buy	+17,652	New	+$2.03M	0.8%	21
2019 Q3	–	Sell	-339	Closed	-$37.3K	–	437
2019 Q2	$37.3K	Buy	+339	New	+$36.3K	0.02%	133

Other funds holding IEF

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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 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

Simon Quick Advisors's IEF Position: Q1 2021 in Review

Simon Quick Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 137 shares — an estimated $16K sold.

Simon Quick Advisors first reported a position in IEF in Q2 2019 and held it in 5 quarters. The position peaked at $2.14M in Q1 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Simon Quick Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Simon Quick Advisors sold 137 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $16K.
Simon Quick Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
Simon Quick Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.14M in Q1 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Simon Quick Advisors's 13F filing for Q1 2021, filed 6 May 2021.