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Well Done LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Well Done LLC’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
-2,100
Closed -$255K – 154
2020
Q1 		$255K Hold
2,100
– – 0.08% 116
2019
Q4 		$231K Hold
2,100
– – 0.05% 137
2019
Q3 		$236K Hold
2,100
– – 0.06% 134
2019
Q2 		$231K Hold
2,100
– – 0.05% 131
2019
Q1 		$224K Hold
2,100
– – 0.06% 132
2018
Q4 		$219K Hold
2,100
– – 0.06% 129
2018
Q3 		$212K Buy
+2,100
New +$214K 0.06% 130

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Well Done LLC's IEF Position: Q2 2020 in Review

Well Done LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 2,100 shares — an estimated $255K sold.

Well Done LLC first reported a position in IEF in Q3 2018 and held it in 7 quarters. The position peaked at $255K in Q1 2020. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • Well Done LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Well Done LLC sold 2,100 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $255K.
  • Well Done LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and held it in 7 quarters.
  • Well Done LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $255K in Q1 2020.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Well Done LLC's 13F filing for Q2 2020, filed 20 Jul 2020.