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Strategic Capital Advisers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Strategic Capital Advisers’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
-10
Closed -$1K – 67
2019
Q3 		$1K Buy
+10
New +$1.12K ﹤0.01% 74

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

Strategic Capital Advisers's IEF Position: Q4 2019 in Review

Strategic Capital Advisers sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 10 shares — an estimated $1K sold.

Strategic Capital Advisers first reported a position in IEF in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

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

Based on Strategic Capital Advisers's 13F filing for Q4 2019, filed 27 Jan 2020.