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

Baystate 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
2023 Q4	$7.49K	Sell	77 -5	-6%	-$462	﹤0.01%	797
2023 Q3	$7.59K	Buy	82 +6	+8%	+$566	﹤0.01%	627
2023 Q2	$7.37K	Sell	76 -131	-63%	-$12.9K	﹤0.01%	630
2023 Q1	$20.5K	Buy	207 +180	+667%	+$17.6K	﹤0.01%	459
2022 Q4	$3K	Buy	+27	New	+$2.59K	﹤0.01%	739
2020 Q4	–	Sell	-182	Closed	-$22K	–	713
2020 Q3	$22K	Hold	182	–	–	﹤0.01%	309
2020 Q2	$22K	Buy	+182	New	+$22.1K	﹤0.01%	297

Other funds holding IEF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baystate Wealth Management's IEF Position: Q4 2023 in Review

Baystate Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.1% in Q4 2023, selling an estimated $462 and leaving 77 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Baystate Wealth Management first reported a position in IEF in Q2 2020 and has held it in 7 quarters since. The position peaked at $22K in Q3 2020. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Baystate Wealth Management held 77 shares of iShares 7-10 Year Treasury Bond ETF worth $7.49K as of Q4 2023.
Baystate Wealth Management sold 5 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $462.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #797 holding.
Baystate Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 7 quarters since.
Baystate Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $22K in Q3 2020.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.