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Wealth Advisory Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wealth Advisory Solutions’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
-19,953
Closed -$2K – 183
2021
Q1 		$2K Buy
19,953
+3,891
+24% +$453K ﹤0.01% 108
2020
Q4 		$1.93M Buy
16,062
+6,002
+60% +$722K 0.52% 54
2020
Q3 		$1.23M Buy
+10,060
New +$1.23M 0.32% 76

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 $2.28B AUM 12.16% 1-Year Est. Return

Wealth Advisory Solutions's IEF Position: Q2 2021 in Review

Wealth Advisory Solutions sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 19,953 shares — an estimated $2K sold.

Wealth Advisory Solutions first reported a position in IEF in Q3 2020 and held it in 3 quarters. The position peaked at $1.93M in Q4 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Wealth Advisory Solutions reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 19,953 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $2K.
  • Wealth Advisory Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
  • Wealth Advisory Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $1.93M in Q4 2020.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Wealth Advisory Solutions's 13F filing for Q2 2021, filed 21 Jul 2021.