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TFO Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-355
Closed -$39K – 148
2019
Q4 		$39K Buy
+355
New +$39.6K 0.04% 69

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TFO Wealth Partners's IEF Position: Q1 2020 in Review

TFO Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 355 shares — an estimated $39K sold.

TFO Wealth Partners first reported a position in IEF in Q4 2019 and held it in 1 quarter. The position peaked at $39K in Q4 2019. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

  • TFO Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 355 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $39K.
  • TFO Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $39K in Q4 2019.
  • 609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.