Tiller Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tiller Private Wealth’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	–	Sell	-1,960	Closed	-$239K	–	30
2020 Q3	$239K	Hold	1,960	–	–	0.44%	24
2020 Q2	$239K	Hold	1,960	–	–	0.49%	23
2020 Q1	$238K	Hold	1,960	–	–	0.27%	26
2019 Q4	$216K	Sell	1,960 -30	-2%	-$3.35K	0.17%	35
2019 Q3	$224K	Hold	1,990	–	–	0.19%	35
2019 Q2	$219K	Hold	1,990	–	–	0.18%	33
2019 Q1	$212K	Hold	1,990	–	–	0.18%	32
2018 Q4	$207K	Hold	1,990	–	–	0.18%	32
2018 Q3	$201K	Buy	1,990 +30	+2%	+$3.06K	0.14%	39
2018 Q2	$201K	Hold	1,960	–	–	0.14%	41
2018 Q1	$202K	Buy	+1,960	New	+$202K	0.15%	43

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tiller Private Wealth's IEF Position: Q4 2020 in Review

Tiller Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 1,960 shares — an estimated $239K sold.

Tiller Private Wealth first reported a position in IEF in Q1 2018 and held it in 11 quarters. The position peaked at $239K in Q3 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Tiller Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Tiller Private Wealth sold 1,960 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $239K.
Tiller Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and held it in 11 quarters.
Tiller Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $239K in Q3 2020.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Tiller Private Wealth's 13F filing for Q4 2020, filed 19 Jan 2021.