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

USAdvisors 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
2021 Q2	–	Sell	-37,198	Closed	-$4.2M	–	107
2021 Q1	$4.2M	Buy	37,198 +29,162	+363%	+$3.4M	2.03%	17
2020 Q4	$953K	Sell	8,036 -1,365	-15%	-$164K	0.46%	46
2020 Q3	$1.15K	Buy	9,401 +1,821	+24%	+$222K	0.18%	39
2020 Q2	$923K	Buy	+7,580	New	+$921K	0.49%	41

Other funds holding IEF

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

USAdvisors Wealth Management's IEF Position: Q2 2021 in Review

USAdvisors Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 37,198 shares — an estimated $4.2M sold.

USAdvisors Wealth Management first reported a position in IEF in Q2 2020 and held it in 4 quarters. The position peaked at $4.2M in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

USAdvisors Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
USAdvisors Wealth Management sold 37,198 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $4.2M.
USAdvisors Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
USAdvisors Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.2M in Q1 2021.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on USAdvisors Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.