Brouwer & Janachowski’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Brouwer & Janachowski’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 Q3	$29.7M	Sell	258,037 -2,300	-0.9%	-$269K	5.18%	6
2021 Q2	$30.1M	Sell	260,337 -226,447	-47%	-$25.9M	5.22%	6
2021 Q1	$55M	Sell	486,784 -381,765	-44%	-$44.5M	9.91%	3
2020 Q4	$104M	Sell	868,549 -38,818	-4%	-$4.67M	18.3%	2
2020 Q3	$111M	Buy	907,367 +2,109	+0.2%	+$257K	20.56%	2
2020 Q2	$110M	Buy	905,258 +26,079	+3%	+$3.17M	20.55%	2
2020 Q1	$107M	Buy	879,179 +6,038	+0.7%	+$695K	21.12%	2
2019 Q4	$96.2M	Buy	873,141 +11,298	+1%	+$1.26M	15.96%	2
2019 Q3	$96.9M	Buy	861,843 +8,955	+1%	+$999K	16.92%	2
2019 Q2	$93.8M	Buy	852,888 +10,690	+1%	+$1.15M	16.16%	2
2019 Q1	$89.8M	Buy	842,198 +7,544	+0.9%	+$789K	16%	2
2018 Q4	$87M	Sell	834,654 -84,431	-9%	-$8.55M	16.34%	2
2018 Q3	$93M	Buy	919,085 +41,948	+5%	+$4.28M	16.51%	2
2018 Q2	$89.9M	Buy	877,137 +343,496	+64%	+$35M	17.24%	2
2018 Q1	$55.1M	Buy	+533,641	New	+$55M	10.89%	2
2015 Q3	–	Sell	-209	Closed	-$22K	–	59
2015 Q2	$22K	Buy	+209	New	+$22.3K	0.01%	66

Other funds holding IEF

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Brouwer & Janachowski's IEF Position: Q3 2021 in Review

Brouwer & Janachowski reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.88% in Q3 2021, selling an estimated $269K and leaving 258,037 shares worth $29.7M. The position accounts for 5.18% of the portfolio, ranked #6.

Brouwer & Janachowski first reported a position in IEF in Q2 2015 and has held it in 16 quarters since. The position peaked at $111M in Q3 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Brouwer & Janachowski held 258,037 shares of iShares 7-10 Year Treasury Bond ETF worth $29.7M as of Q3 2021.
Brouwer & Janachowski sold 2,300 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $269K.
iShares 7-10 Year Treasury Bond ETF made up 5.18% of Brouwer & Janachowski's portfolio in Q3 2021, its #6 holding.
Brouwer & Janachowski first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and has held it in 16 quarters since.
Brouwer & Janachowski's iShares 7-10 Year Treasury Bond ETF position peaked at $111M in Q3 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.