Cambridge Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cambridge 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
2024 Q1	$65.3M	Buy	689,877 +53,191	+8%	+$5.04M	2.47%	6
2023 Q4	$61.4M	Buy	636,686 +30,746	+5%	+$2.84M	2.56%	4
2023 Q3	$55.5M	Buy	605,940 +337,267	+126%	+$31.8M	2.56%	5
2023 Q2	$26M	Buy	268,673 +5,144	+2%	+$506K	1.17%	29
2023 Q1	$26.1M	Buy	263,529 +7,819	+3%	+$764K	1.25%	27
2022 Q4	$24.5M	Buy	255,710 +3,026	+1%	+$291K	1.1%	33
2022 Q3	$24.3M	Buy	252,684 +21,115	+9%	+$2.14M	1.15%	27
2022 Q2	$23.7M	Buy	231,569 +39,685	+21%	+$4.07M	1.04%	30
2022 Q1	$20.6M	Sell	191,884 -93,342	-33%	-$10.4M	0.72%	50
2021 Q4	$32.8M	Buy	285,226 +1,239	+0.4%	+$142K	1.06%	32
2021 Q3	$32.7M	Buy	283,987 +13,067	+5%	+$1.53M	1.23%	28
2021 Q2	$31.3M	Buy	270,920 +6,480	+2%	+$742K	1.18%	29
2021 Q1	$29.9M	Buy	+264,440	New	+$30.8M	1.22%	27

Other funds holding IEF

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

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

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

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

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cambridge Trust's IEF Position: Q1 2024 in Review

Cambridge Trust increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.4% in Q1 2024, buying an estimated $5.04M and bringing the position to 689,877 shares worth $65.3M. The position accounts for 2.47% of the portfolio, ranked #6.

Cambridge Trust first reported a position in IEF in Q1 2021 and has held it in 13 quarters since. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Cambridge Trust held 689,877 shares of iShares 7-10 Year Treasury Bond ETF worth $65.3M as of Q1 2024.
Cambridge Trust bought 53,191 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $5.04M.
iShares 7-10 Year Treasury Bond ETF made up 2.47% of Cambridge Trust's portfolio in Q1 2024, its #6 holding.
Cambridge Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 13 quarters since.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.