Bremer Trust National Association’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bremer Trust National Association’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
2018 Q4	$245K	Buy	+2,350	New	+$238K	0.05%	230
2018 Q3	–	Sell	-1,989	Closed	-$204K	–	266
2018 Q2	$204K	Sell	1,989 -931	-32%	-$94.8K	0.06%	254
2018 Q1	$301K	Sell	2,920 -1,400	-32%	-$144K	0.09%	183
2017 Q4	$456K	Buy	4,320 +95	+2%	+$10.1K	0.12%	154
2017 Q3	$450K	Buy	+4,225	New	+$453K	0.13%	152

Other funds holding IEF

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WCM

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Bremer Trust National Association's IEF Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2018: 2,350 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings. This is a return to the name: Bremer Trust National Association previously reported a position in IEF as recently as Q2 2018.

Bremer Trust National Association first reported a position in IEF in Q3 2017 and has held it in 5 quarters since. The position peaked at $456K in Q4 2017. 435 funds tracked by Wall St. Rank hold IEF as of Q4 2018.

Bremer Trust National Association held 2,350 shares of iShares 7-10 Year Treasury Bond ETF worth $245K as of Q4 2018.
iShares 7-10 Year Treasury Bond ETF was a new Bremer Trust National Association position in Q4 2018.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Bremer Trust National Association's portfolio in Q4 2018, its #230 holding.
Bremer Trust National Association first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and has held it in 5 quarters since.
Bremer Trust National Association's iShares 7-10 Year Treasury Bond ETF position peaked at $456K in Q4 2017.
435 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.