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Strategic Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Strategic Investment 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
Q2 		– Sell
-12,690
Closed -$1.43M – 194
2021
Q1 		$1.43M Buy
12,690
+3,279
+35% +$382K 0.37% 58
2020
Q4 		$1.13M Buy
9,411
+5,628
+149% +$677K 0.33% 67
2020
Q3 		$462K Buy
3,783
+874
+30% +$107K 0.16% 96
2020
Q2 		$354K Buy
+2,909
New +$353K 0.13% 115

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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

Strategic Investment Advisors's IEF Position: Q2 2021 in Review

Strategic Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 12,690 shares — an estimated $1.43M sold.

Strategic Investment Advisors first reported a position in IEF in Q2 2020 and held it in 4 quarters. The position peaked at $1.43M in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Strategic Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Strategic Investment Advisors sold 12,690 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $1.43M.
  • Strategic Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
  • Strategic Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.43M in Q1 2021.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Strategic Investment Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.