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Wealthspire Advisors (Maryland)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$704K Buy
+5,781
New +$705K 0.02% 222
2019
Q2 		– Sell
-44
Closed -$5K – 1173
2019
Q1 		$5K Hold
44
– – ﹤0.01% 1826
2018
Q4 		$5K Sell
44
-412
-90% -$41.7K ﹤0.01% 1725
2018
Q3 		$46K Sell
456
-103
-18% -$10.5K ﹤0.01% 1003
2018
Q2 		$57K Buy
559
+3
+0.5% +$306 0.01% 926
2018
Q1 		$57K Buy
556
+2
+0.4% +$206 0.01% 928
2017
Q4 		$59K Buy
554
+47
+9% +$4.98K 0.01% 933
2017
Q3 		$54K Buy
507
+2
+0.4% +$214 0.01% 946
2017
Q2 		$54K Buy
505
+403
+395% +$43K 0.01% 923
2017
Q1 		$11K Hold
102
– – ﹤0.01% 1302
2016
Q4 		$11K Sell
102
-285
-74% -$30.6K ﹤0.01% 1193
2016
Q3 		$43K Buy
387
+30
+8% +$3.36K 0.01% 821
2016
Q2 		$40K Buy
357
+207
+138% +$22.9K 0.01% 794
2016
Q1 		$17K Buy
150
+50
+50% +$5.45K ﹤0.01% 1017
2015
Q4 		$11K Buy
+100
New +$10.7K ﹤0.01% 1169

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IEF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020: 5,781 shares worth $704K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in IEF as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in IEF in Q4 2015 and has held it in 15 quarters since. 654 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,781 shares of iShares 7-10 Year Treasury Bond ETF worth $704K as of Q3 2020.
  • iShares 7-10 Year Treasury Bond ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #222 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 15 quarters since.
  • 654 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.