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Vanguard Personalized Indexing Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vanguard Personalized Indexing 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
-2,281
Closed -$258K – 948
2021
Q1 		$258K Buy
+2,281
New +$266K 0.04% 564

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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

Vanguard Personalized Indexing Management's IEF Position: Q2 2021 in Review

Vanguard Personalized Indexing Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 2,281 shares — an estimated $258K sold.

Vanguard Personalized Indexing Management first reported a position in IEF in Q1 2021 and held it in 1 quarter. The position peaked at $258K in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Vanguard Personalized Indexing Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,281 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $258K.
  • Vanguard Personalized Indexing Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's iShares 7-10 Year Treasury Bond ETF position peaked at $258K in Q1 2021.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2021, filed 21 Jul 2021.