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Choate Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Choate Investment Advisors’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
Q2 		– Sell
-11,643
Closed -$1.1M – 389
2024
Q1 		$1.1M Hold
11,643
– – 0.03% 191
2023
Q4 		$1.12M Sell
11,643
-89
-0.8% -$8.23K 0.03% 169
2023
Q3 		$1.07M Hold
11,732
– – 0.04% 151
2023
Q2 		$1.13M Buy
11,732
+89
+0.8% +$8.75K 0.05% 130
2023
Q1 		$1.15M Hold
11,643
– – 0.06% 118
2022
Q4 		$1.12M Sell
11,643
-555
-5% -$53.3K 0.07% 114
2022
Q3 		$1.17M Hold
12,198
– – 0.08% 99
2022
Q2 		$1.25M Sell
12,198
-2,895
-19% -$297K 0.08% 102
2022
Q1 		$1.62M Sell
15,093
-985
-6% -$109K 0.09% 101
2021
Q4 		$1.85M Sell
16,078
-9,560
-37% -$1.1M 0.11% 86
2021
Q3 		$2.95M Sell
25,638
-278,739
-92% -$32.6M 0.19% 57
2021
Q2 		$35.2M Sell
304,377
-461,580
-60% -$52.8M 2.13% 7
2021
Q1 		$86.5M Sell
765,957
-656,272
-46% -$76.5M 5.35% 5
2020
Q4 		$171M Buy
1,422,229
+130,052
+10% +$15.6M 10.36% 3
2020
Q3 		$157M Buy
1,292,177
+320,659
+33% +$39.1M 10.2% 3
2020
Q2 		$118M Buy
971,518
+681,123
+235% +$82.8M 8.59% 3
2020
Q1 		$35.3M Buy
+290,395
New +$33.4M 2.81% 5

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Choate Investment Advisors's IEF Position: Q2 2024 in Review

Choate Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 11,643 shares — an estimated $1.1M sold.

Choate Investment Advisors first reported a position in IEF in Q1 2020 and held it in 17 quarters. The position peaked at $171M in Q4 2020. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

  • Choate Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 11,643 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.1M.
  • Choate Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 17 quarters.
  • Choate Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $171M in Q4 2020.
  • 903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.