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Spectrum Planning & Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Spectrum Planning & Advisory Services’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
-2,298
Closed -$276K – 47
2020
Q4 		$276K Buy
+2,298
New +$276K 0.3% 36

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

Spectrum Planning & Advisory Services's IEF Position: Q1 2021 in Review

Spectrum Planning & Advisory Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 2,298 shares — an estimated $276K sold.

Spectrum Planning & Advisory Services first reported a position in IEF in Q4 2020 and held it in 1 quarter. The position peaked at $276K in Q4 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • Spectrum Planning & Advisory Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 2,298 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $276K.
  • Spectrum Planning & Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $276K in Q4 2020.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2021, filed 27 Apr 2021.