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Tacita Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tacita Capital’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 		– Sell
-28
Closed -$3K – 199
2020
Q4 		$3K Buy
+28
New +$3.37K ﹤0.01% 187

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Ameriprise
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Fidelity Investments
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

Tacita Capital's IEF Position: Q1 2021 in Review

Tacita Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 28 shares — an estimated $3K sold.

Tacita Capital first reported a position in IEF in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • Tacita Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Tacita Capital sold 28 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $3K.
  • Tacita Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Tacita Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $3K in Q4 2020.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Tacita Capital's 13F filing for Q1 2021, filed 14 May 2021.