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Waldron Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Waldron Private Wealth’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
2019
Q2 		– Sell
-2,379
Closed -$253K – 253
2019
Q1 		$253K Buy
+2,379
New +$249K 0.03% 212

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Waldron Private Wealth's IEF Position: Q2 2019 in Review

Waldron Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2019, closing a stake of 2,379 shares — an estimated $253K sold.

Waldron Private Wealth first reported a position in IEF in Q1 2019 and held it in 1 quarter. The position peaked at $253K in Q1 2019. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

  • Waldron Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Waldron Private Wealth sold 2,379 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $253K.
  • Waldron Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Waldron Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $253K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on Waldron Private Wealth's 13F filing for Q2 2019, filed 31 Jul 2019.