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

Tuttle Capital Management’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 Q3	–	Sell	-5,759	Closed	-$665K	–	196
2021 Q2	$665K	Buy	+5,759	New	+$659K	0.29%	132
2021 Q1	–	Sell	-41,721	Closed	-$5M	–	267
2020 Q4	$5M	Buy	+41,721	New	+$5.02M	3.87%	4
2020 Q1	–	Sell	-81,410	Closed	-$8.97M	–	91
2019 Q4	$8.97M	Buy	+81,410	New	+$9.08M	3.4%	4
2016 Q4	–	Sell	-925	Closed	-$103K	–	68
2016 Q3	$103K	Buy	+925	New	+$104K	0.08%	65
2016 Q1	–	Sell	-1,236	Closed	-$130K	–	34
2015 Q4	$130K	Sell	1,236 -3,241	-72%	-$346K	0.09%	26
2015 Q3	$482K	Sell	4,477 -111	-2%	-$11.8K	0.35%	14
2015 Q2	$481K	Sell	4,588 -76,678	-94%	-$8.17M	0.36%	18
2015 Q1	$8.81M	Sell	81,266 -30,804	-27%	-$3.32M	6.07%	3
2014 Q4	$11.9M	Buy	112,070 +55,471	+98%	+$5.85M	7.49%	5
2014 Q3	$5.86M	Buy	+56,599	New	+$5.87M	3.43%	8

Other funds holding IEF

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

NFA

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

Tuttle Capital Management's IEF Position: Q3 2021 in Review

Tuttle Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 5,759 shares — an estimated $665K sold.

Tuttle Capital Management first reported a position in IEF in Q3 2014 and held it in 10 quarters. The position peaked at $11.9M in Q4 2014. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Tuttle Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Tuttle Capital Management sold 5,759 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $665K.
Tuttle Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and held it in 10 quarters.
Tuttle Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $11.9M in Q4 2014.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Tuttle Capital Management's 13F filing for Q3 2021, filed 20 Oct 2021.