Titan Managers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Titan Managers’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	-109,132	Closed	-$13.1M	–	26
2020 Q4	$13.1M	Sell	109,132 -939	-0.9%	-$113K	12.43%	5
2020 Q3	$13.4M	Sell	110,071 -329	-0.3%	-$40.1K	12.38%	6
2020 Q2	$13.5M	Sell	110,400 -40,935	-27%	-$4.97M	12.84%	5
2020 Q1	$18.4M	Sell	151,335 -4,665	-3%	-$537K	18.51%	4
2019 Q4	$17.5M	Hold	156,000	–	–	17.02%	4
2019 Q3	$17.5M	Sell	156,000 -25	-0%	-$2.79K	17.02%	4
2019 Q2	$17.2M	Buy	156,025 +145,842	+1,432%	+$15.6M	16.27%	4
2019 Q1	$1.09M	Buy	10,183 +4,341	+74%	+$454K	1.11%	8
2018 Q4	$609K	Buy	+5,842	New	+$592K	0.62%	9

Other funds holding IEF

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Titan Managers's IEF Position: Q1 2021 in Review

Titan Managers sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 109,132 shares — an estimated $13.1M sold.

Titan Managers first reported a position in IEF in Q4 2018 and held it in 9 quarters. The position peaked at $18.4M in Q1 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Titan Managers reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Titan Managers sold 109,132 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $13.1M.
Titan Managers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 9 quarters.
Titan Managers's iShares 7-10 Year Treasury Bond ETF position peaked at $18.4M in Q1 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Titan Managers's 13F filing for Q1 2021, filed 13 May 2021.