Urban Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Urban Wealth 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
2020 Q4	$9.85M	Buy	+82,154	New	+$9.88M	8.19%	1

Other funds holding IEF

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Urban Wealth Management's IEF Position: Q4 2020 in Review

Urban Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020: 82,154 shares worth $9.85M. The stake represents 8.19% of the portfolio and ranks #1 among its holdings.

693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Urban Wealth Management held 82,154 shares of iShares 7-10 Year Treasury Bond ETF worth $9.85M as of Q4 2020.
iShares 7-10 Year Treasury Bond ETF was a new Urban Wealth Management position in Q4 2020.
iShares 7-10 Year Treasury Bond ETF made up 8.19% of Urban Wealth Management's portfolio in Q4 2020, its #1 holding.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.