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

Chevy Chase 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
2018
Q1 		– Sell
-5,784
Closed -$611K – 676
2017
Q4 		$611K Hold
5,784
– – ﹤0.01% 589
2017
Q3 		$616K Buy
+5,784
New +$620K ﹤0.01% 584

Other funds holding IEF

Ameriprise
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chevy Chase Trust's IEF Position: Q1 2018 in Review

Chevy Chase Trust sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 5,784 shares — an estimated $611K sold.

Chevy Chase Trust first reported a position in IEF in Q3 2017 and held it in 2 quarters. The position peaked at $616K in Q3 2017. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

  • Chevy Chase Trust reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Chevy Chase Trust sold 5,784 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $611K.
  • Chevy Chase Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and held it in 2 quarters.
  • Chevy Chase Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $616K in Q3 2017.
  • 396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on Chevy Chase Trust's 13F filing for Q1 2018, filed 10 Apr 2018.