SVA Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SVA Wealth Management’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
2020 Q4	$3.08M	Sell	25,665 -1,222	-5%	-$147K	0.27%	70
2020 Q3	$3.27M	Sell	26,887 -2,632	-9%	-$321K	0.32%	64
2020 Q2	$3.6M	Sell	29,519 -890,232	-97%	-$108M	0.38%	58
2020 Q1	$112M	Buy	919,751 +29,739	+3%	+$3.42M	12.82%	1
2019 Q4	$98.1M	Buy	890,012 +23,366	+3%	+$2.61M	8.99%	2
2019 Q3	$97.5M	Buy	866,646 +20,749	+2%	+$2.31M	9.56%	1
2019 Q2	$93.1M	Buy	845,897 +12,142	+1%	+$1.3M	9.16%	2
2019 Q1	$88.9M	Buy	833,755 +48,944	+6%	+$5.12M	8.6%	2
2018 Q4	$81.8M	Buy	784,811 +21,023	+3%	+$2.13M	9.2%	1
2018 Q3	$77.3M	Buy	763,788 +38,110	+5%	+$3.89M	7.85%	2
2018 Q2	$74.4M	Buy	+725,678	New	+$73.9M	8.03%	2
2018 Q1	–	Sell	-99,243	Closed	-$10.5M	–	208
2017 Q4	$10.5M	Buy	+99,243	New	+$10.5M	1.23%	16

Other funds holding IEF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SVA Wealth Management's IEF Position: Q4 2020 in Review

SVA Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.5% in Q4 2020, selling an estimated $147K and leaving 25,665 shares worth $3.08M. The position accounts for 0.27% of the portfolio, ranked #70.

SVA Wealth Management first reported a position in IEF in Q4 2017 and has held it in 12 quarters since. The position peaked at $112M in Q1 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

SVA Wealth Management held 25,665 shares of iShares 7-10 Year Treasury Bond ETF worth $3.08M as of Q4 2020.
SVA Wealth Management sold 1,222 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $147K.
iShares 7-10 Year Treasury Bond ETF made up 0.27% of SVA Wealth Management's portfolio in Q4 2020, its #70 holding.
SVA Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 12 quarters since.
SVA Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $112M in Q1 2020.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.