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Boston Private Bank & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$663K Buy
6,113
+3,443
+129% +$372K 0.03% 268
2014
Q4 		$283K Buy
2,670
+739
+38% +$77.9K 0.01% 355
2014
Q3 		$200K Buy
1,931
+105
+6% +$10.9K 0.01% 395
2014
Q2 		$189K Buy
1,826
+481
+36% +$49.4K 0.01% 401
2014
Q1 		$137K Buy
1,345
+54
+4% +$5.48K 0.01% 445
2013
Q4 		$128K Sell
1,291
-165
-11% -$16.7K 0.01% 451
2013
Q3 		$149K Buy
1,456
+650
+81% +$65.7K 0.01% 412
2013
Q2 		$83K Buy
+806
New +$85.9K ﹤0.01% 484

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Boston Private Bank & Trust's IEF Position: Q1 2015 in Review

Boston Private Bank & Trust increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 129% in Q1 2015, buying an estimated $372K and bringing the position to 6,113 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #268.

Boston Private Bank & Trust first reported a position in IEF in Q2 2013 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold IEF as of Q1 2015.

  • Boston Private Bank & Trust held 6,113 shares of iShares 7-10 Year Treasury Bond ETF worth $663K as of Q1 2015.
  • Boston Private Bank & Trust bought 3,443 iShares 7-10 Year Treasury Bond ETF shares in Q1 2015, an estimated $372K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Boston Private Bank & Trust's portfolio in Q1 2015, its #268 holding.
  • Boston Private Bank & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 8 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.