Sullivan, Bruyette, Speros & Blaney’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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	$314K	Hold	2,778	–	–	0.01%	235
2020 Q4	$333K	Buy	2,778 +1,956	+238%	+$235K	0.02%	209
2020 Q3	$100K	Buy	+822	New	+$100K	0.01%	349
2020 Q1	–	Sell	-1,013	Closed	-$112K	–	321
2019 Q4	$112K	Hold	1,013	–	–	0.01%	331
2019 Q3	$114K	Buy	+1,013	New	+$113K	0.01%	312

Other funds holding IEF

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

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

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

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

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

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

NFA

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

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

WCM

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

Sullivan, Bruyette, Speros & Blaney's IEF Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2021 at 2,778 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #235.

Sullivan, Bruyette, Speros & Blaney first reported a position in IEF in Q3 2019 and has held it in 5 quarters since. The position peaked at $333K in Q4 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 2,778 shares of iShares 7-10 Year Treasury Bond ETF worth $314K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2021.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #235 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 5 quarters since.
Sullivan, Bruyette, Speros & Blaney's iShares 7-10 Year Treasury Bond ETF position peaked at $333K in Q4 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.