Badgley, Phelps & Bell’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Badgley, Phelps & Bell’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 Q1	–	Sell	-116,898	Closed	-$14M	–	221
2020 Q4	$14M	Buy	116,898 +8,773	+8%	+$1.06M	0.61%	60
2020 Q3	$13.2M	Sell	108,125 -3,599	-3%	-$439K	0.65%	60
2020 Q2	$13.6M	Sell	111,724 -95,431	-46%	-$11.6M	0.75%	51
2020 Q1	$25.2M	Buy	207,155 +61,501	+42%	+$7.08M	1.65%	12
2019 Q4	$16.1M	Buy	145,654 +981	+0.7%	+$109K	0.84%	47
2019 Q3	$16.3M	Buy	144,673 +3,149	+2%	+$351K	0.93%	37
2019 Q2	$15.6M	Buy	141,524 +221	+0.2%	+$23.7K	0.91%	40
2019 Q1	$15.1M	Buy	141,303 +90,543	+178%	+$9.47M	0.91%	40
2018 Q4	$5.29M	Buy	50,760 +135	+0.3%	+$13.7K	0.38%	88
2018 Q3	$5.12M	Buy	50,625 +1,096	+2%	+$112K	0.31%	100
2018 Q2	$5.08M	Buy	49,529 +1,068	+2%	+$109K	0.33%	99
2018 Q1	$5M	Buy	48,461 +3,131	+7%	+$322K	0.33%	98
2017 Q4	$4.79M	Buy	45,330 +21	+0%	+$2.23K	0.33%	97
2017 Q3	$4.83M	Buy	+45,309	New	+$4.86M	0.36%	98

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Badgley, Phelps & Bell's IEF Position: Q1 2021 in Review

Badgley, Phelps & Bell sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 116,898 shares — an estimated $14M sold.

Badgley, Phelps & Bell first reported a position in IEF in Q3 2017 and held it in 14 quarters. The position peaked at $25.2M in Q1 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Badgley, Phelps & Bell reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Badgley, Phelps & Bell sold 116,898 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $14M.
Badgley, Phelps & Bell first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and held it in 14 quarters.
Badgley, Phelps & Bell's iShares 7-10 Year Treasury Bond ETF position peaked at $25.2M in Q1 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2021, filed 28 Apr 2021.