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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sutton Wealth Advisors's IEF Position: Q2 2018 in Review

Sutton Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2018, closing a stake of 95 shares — an estimated $9.8K sold.

Sutton Wealth Advisors first reported a position in IEF in Q1 2016 and held it in 8 quarters. The position peaked at $28.7K in Q2 2016. 386 funds tracked by Wall St. Rank hold IEF as of Q2 2018.

Sutton Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
Sutton Wealth Advisors sold 95 iShares 7-10 Year Treasury Bond ETF shares in Q2 2018, an estimated $9.8K.
Sutton Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 8 quarters.
Sutton Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $28.7K in Q2 2016.
386 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2018.

Based on Sutton Wealth Advisors's 13F filing for Q2 2018, filed 6 Nov 2023.