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Trivium Point Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Trivium Point Advisory’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
-3,545
Closed -$420K – 204
2020
Q4 		$420K Buy
3,545
+982
+38% +$118K 0.12% 147
2020
Q3 		$312K Sell
2,563
-28,112
-92% -$3.43M 0.11% 140
2020
Q2 		$3.73M Buy
+30,675
New +$3.73M 1.48% 8
2019
Q3 		– Sell
-5,673
Closed -$624K – 163
2019
Q2 		$624K Buy
5,673
+3,340
+143% +$358K 0.28% 110
2019
Q1 		$249K Buy
+2,333
New +$244K 0.12% 142

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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