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Banco BTG Pactual’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Banco BTG Pactual’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
2022
Q1 		– Sell
-28,000
Closed -$3.22M – 129
2021
Q4 		$3.22M Hold
28,000
– – 2.42% 7
2021
Q3 		$3.23M Sell
28,000
-45,000
-62% -$5.26M 1.28% 10
2021
Q2 		$8.43M Buy
73,000
+36,000
+97% +$4.12M 5.56% 3
2021
Q1 		$4.18M Buy
37,000
+21,100
+133% +$2.46M 1.42% 16
2020
Q4 		$1.91M Sell
15,900
-23,700
-60% -$2.85M 0.77% 27
2020
Q3 		$4.82M Sell
39,600
-21,900
-36% -$2.67M 5.03% 6
2020
Q2 		$7.5M Buy
61,500
+19,900
+48% +$2.42M 3.1% 4
2020
Q1 		$5.05M Buy
+41,600
New +$4.79M 5.24% 4

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return