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Sutton Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sutton Wealth 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
2018
Q2 		– Sell
-95
Closed -$9.8K – 1143
2018
Q1 		$9.8K Hold
95
– – 0.01% 811
2017
Q4 		$10K Hold
95
– – 0.01% 778
2017
Q3 		$10.1K Buy
95
+37
+64% +$3.96K 0.01% 763
2017
Q2 		$6.18K Buy
+58
New +$6.19K ﹤0.01% 841
2017
Q1 		– Sell
-254
Closed -$26.6K – 1072
2016
Q4 		$26.6K Hold
254
– – 0.02% 403
2016
Q3 		$28.4K Hold
254
– – 0.03% 369
2016
Q2 		$28.7K Hold
254
– – 0.03% 345
2016
Q1 		$28K Buy
+254
New +$27.7K 0.03% 351

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return