Blume Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Blume Capital 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
2019 Q4	–	Sell	-464	Closed	-$52K	–	231
2019 Q3	$52K	Buy	+464	New	+$51.8K	0.03%	126
2017 Q2	–	Sell	-29	Closed	-$3K	–	206
2017 Q1	$3K	Buy	+29	New	+$3.05K	﹤0.01%	189
2014 Q3	–	Sell	-108	Closed	-$11K	–	199
2014 Q2	$11K	Hold	108	–	–	0.01%	169
2014 Q1	$11K	Buy	+108	New	+$11K	0.01%	185

Other funds holding IEF

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blume Capital Management's IEF Position: Q4 2019 in Review

Blume Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 464 shares — an estimated $52K sold.

Blume Capital Management first reported a position in IEF in Q1 2014 and held it in 4 quarters. The position peaked at $52K in Q3 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

Blume Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Blume Capital Management sold 464 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $52K.
Blume Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 4 quarters.
Blume Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $52K in Q3 2019.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Blume Capital Management's 13F filing for Q4 2019, filed 5 Feb 2020.