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

Bay Harbor Wealth Management’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
-2,351
Closed -$282K – 316
2020
Q4 		$282K Buy
2,351
+682
+41% +$82K 0.13% 61
2020
Q3 		$203K Buy
1,669
+724
+77% +$88.3K 0.1% 74
2020
Q2 		$115K Buy
+945
New +$115K 0.06% 112
2019
Q3 		– Sell
-193
Closed -$21K – 371
2019
Q2 		$21K Buy
+193
New +$20.7K 0.01% 212
2019
Q1 		– Sell
-45
Closed -$5K – 408
2018
Q4 		$5K Buy
+45
New +$4.56K ﹤0.01% 287

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Fidelity Investments
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