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Vaughan & Co Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vaughan & Co Securities’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
Q2 		– Sell
-360
Closed -$43.7K – 93
2020
Q1 		$43.7K Sell
360
-73
-17% -$8.4K 0.06% 87
2019
Q4 		$47.7K Buy
+433
New +$48.3K 0.04% 91

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vaughan & Co Securities's IEF Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 360 shares — an estimated $43.7K sold.

Vaughan & Co Securities first reported a position in IEF in Q4 2019 and held it in 2 quarters. The position peaked at $47.7K in Q4 2019. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 360 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $43.7K.
  • Vaughan & Co Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $47.7K in Q4 2019.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.