Willingdon Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$5.65M Buy
+46,511
New +$5.35M 1.42% 23
2019
Q1
Sell
-218
Closed -$23K 372
2018
Q4
$23K Buy
+218
New +$22.1K 0.01% 223

Other funds holding IEF

Willingdon Wealth Management's IEF Position: Q1 2020 in Review

Willingdon Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020: 46,511 shares worth $5.65M. The stake represents 1.42% of the portfolio and ranks #23 among its holdings. This is a return to the name: Willingdon Wealth Management previously reported a position in IEF as recently as Q4 2018.

Willingdon Wealth Management first reported a position in IEF in Q4 2018 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

  • Willingdon Wealth Management held 46,511 shares of iShares 7-10 Year Treasury Bond ETF worth $5.65M as of Q1 2020.
  • iShares 7-10 Year Treasury Bond ETF was a new Willingdon Wealth Management position in Q1 2020.
  • iShares 7-10 Year Treasury Bond ETF made up 1.42% of Willingdon Wealth Management's portfolio in Q1 2020, its #23 holding.
  • Willingdon Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.