WWMSC
IEF icon

Wagner Wealth Management (South Carolina)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wagner Wealth Management (South Carolina)’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
-614
Closed -$71K – 677
2021
Q2 		$71K Sell
614
-66
-10% -$7.55K 0.05% 218
2021
Q1 		$77K Buy
680
+66
+11% +$7.69K 0.06% 195
2020
Q4 		$74K Buy
+614
New +$73.9K 0.07% 126

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wagner Wealth Management (South Carolina)'s IEF Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2021, closing a stake of 614 shares — an estimated $71K sold.

Wagner Wealth Management (South Carolina) first reported a position in IEF in Q4 2020 and held it in 3 quarters. The position peaked at $77K in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 614 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $71K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s iShares 7-10 Year Treasury Bond ETF position peaked at $77K in Q1 2021.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.