Bartlett & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bartlett & Co’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 Q4	–	Sell	-200	Closed	-$23K	–	625
2021 Q3	$23K	Hold	200	–	–	﹤0.01%	619
2021 Q2	$23K	Sell	200 -22	-10%	-$2.52K	﹤0.01%	609
2021 Q1	$25K	Hold	222	–	–	﹤0.01%	638
2020 Q4	$27K	Buy	222 +200	+909%	+$24.1K	﹤0.01%	629
2020 Q3	$3K	Hold	22	–	–	﹤0.01%	769
2020 Q2	$3K	Hold	22	–	–	﹤0.01%	767
2020 Q1	$3K	Buy	+22	New	+$2.53K	﹤0.01%	751
2019 Q3	–	Sell	-23	Closed	–	–	889
2019 Q2	$0	Hold	23	–	–	﹤0.01%	767
2019 Q1	$0	Hold	23	–	–	﹤0.01%	723
2018 Q4	$0	Sell	23 -60	-72%	-$6.08K	﹤0.01%	684
2018 Q3	$1K	Hold	83	–	–	﹤0.01%	676
2018 Q2	$2K	Hold	83	–	–	﹤0.01%	670
2018 Q1	$2K	Sell	83 -41	-33%	-$4.22K	﹤0.01%	696
2017 Q4	$3K	Hold	124	–	–	﹤0.01%	656
2017 Q3	$3K	Hold	124	–	–	﹤0.01%	637
2017 Q2	$3K	Sell	124 -37	-23%	-$3.95K	﹤0.01%	642
2017 Q1	$3K	Sell	161 -79	-33%	-$8.3K	﹤0.01%	661
2016 Q4	$6K	Sell	240 -9	-4%	-$967	﹤0.01%	627
2016 Q3	$5K	Hold	249	–	–	﹤0.01%	633
2016 Q2	$5K	Buy	+249	New	+$27.5K	﹤0.01%	644

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bartlett & Co's IEF Position: Q4 2021 in Review

Bartlett & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 200 shares — an estimated $23K sold.

Bartlett & Co first reported a position in IEF in Q2 2016 and held it in 20 quarters. The position peaked at $27K in Q4 2020. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Bartlett & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Bartlett & Co sold 200 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $23K.
Bartlett & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 20 quarters.
Bartlett & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $27K in Q4 2020.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Bartlett & Co's 13F filing for Q4 2021, filed 8 Mar 2022.