Smart Portfolios LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Smart Portfolios LLC’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 Q3	–	Sell	-4,345	Closed	-$502K	–	53
2021 Q2	$502K	Sell	4,345 -7,458	-63%	-$853K	0.39%	33
2021 Q1	$1.33M	Buy	11,803 +20	+0.2%	+$2.33K	1.15%	19
2020 Q4	$1.41M	Buy	11,783 +202	+2%	+$24.3K	1.32%	18
2020 Q3	$1.41M	Sell	11,581 -125	-1%	-$15.2K	1.6%	18
2020 Q2	$1.43M	Buy	11,706 +79	+0.7%	+$9.6K	1.6%	18
2020 Q1	$1.41M	Sell	11,627 -1,413	-11%	-$163K	2.03%	12
2019 Q4	$1.44M	Buy	13,040 +149	+1%	+$16.6K	1.29%	16
2019 Q3	$1.42M	Buy	+12,891	New	+$1.44M	1.26%	16

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFA

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

Smart Portfolios LLC's IEF Position: Q3 2021 in Review

Smart Portfolios LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 4,345 shares — an estimated $502K sold.

Smart Portfolios LLC first reported a position in IEF in Q3 2019 and held it in 8 quarters. The position peaked at $1.44M in Q4 2019. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Smart Portfolios LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Smart Portfolios LLC sold 4,345 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $502K.
Smart Portfolios LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 8 quarters.
Smart Portfolios LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $1.44M in Q4 2019.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Smart Portfolios LLC's 13F filing for Q3 2021, filed 10 Nov 2021.