WF
IEF icon

Williams Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Williams Financial’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
-7,722
Closed -$872K – 51
2021
Q1 		$872K Sell
7,722
-7,950
-51% -$926K 0.75% 20
2020
Q4 		$1.88M Buy
+15,672
New +$1.89M 1.78% 16

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Williams Financial's IEF Position: Q2 2021 in Review

Williams Financial sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 7,722 shares — an estimated $872K sold.

Williams Financial first reported a position in IEF in Q4 2020 and held it in 2 quarters. The position peaked at $1.88M in Q4 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Williams Financial reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Williams Financial sold 7,722 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $872K.
  • Williams Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Williams Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $1.88M in Q4 2020.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Williams Financial's 13F filing for Q2 2021, filed 14 Jul 2021.