ClearBridge Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

ClearBridge Investments’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
2020 Q3	–	Sell	-615	Closed	-$75K	–	868
2020 Q2	$75K	Sell	615 -6	-1%	-$729	﹤0.01%	764
2020 Q1	$75K	Sell	621 -14	-2%	-$1.61K	﹤0.01%	749
2019 Q4	$70K	Hold	635	–	–	﹤0.01%	802
2019 Q3	$71K	Hold	635	–	–	﹤0.01%	793
2019 Q2	$70K	Sell	635 -32	-5%	-$3.43K	﹤0.01%	791
2019 Q1	$71K	Sell	667 -50	-7%	-$5.23K	﹤0.01%	802
2018 Q4	$75K	Buy	717 +286	+66%	+$29K	﹤0.01%	817
2018 Q3	$44K	Sell	431 -296	-41%	-$30.2K	﹤0.01%	919
2018 Q2	$75K	Buy	727 +122	+20%	+$12.4K	﹤0.01%	800
2018 Q1	$62K	Buy	605 +230	+61%	+$23.7K	﹤0.01%	822
2017 Q4	$40K	Hold	375	–	–	﹤0.01%	876
2017 Q3	$40K	Sell	375 -1	-0.3%	-$107	﹤0.01%	885
2017 Q2	$40K	Hold	376	–	–	﹤0.01%	885
2017 Q1	$40K	Buy	376 +11	+3%	+$1.16K	﹤0.01%	897
2016 Q4	$38K	Hold	365	–	–	﹤0.01%	899
2016 Q3	$41K	Hold	365	–	–	﹤0.01%	877
2016 Q2	$41K	Hold	365	–	–	﹤0.01%	882
2016 Q1	$40K	Hold	365	–	–	﹤0.01%	888
2015 Q4	$39K	Hold	365	–	–	﹤0.01%	934
2015 Q3	$39K	Hold	365	–	–	﹤0.01%	982
2015 Q2	$38K	Buy	365 +1	+0.3%	+$106	﹤0.01%	977
2015 Q1	$39K	Sell	364 -9	-2%	-$971	﹤0.01%	992
2014 Q4	$40K	Sell	373 -6	-2%	-$633	﹤0.01%	995
2014 Q3	$39K	Buy	379 +60	+19%	+$6.22K	﹤0.01%	992
2014 Q2	$33K	Buy	319 +3	+0.9%	+$308	﹤0.01%	1039
2014 Q1	$32K	Hold	316	–	–	﹤0.01%	992
2013 Q4	$31K	Sell	316 -28	-8%	-$2.84K	﹤0.01%	973
2013 Q3	$35K	Buy	344 +3	+0.9%	+$303	﹤0.01%	933
2013 Q2	$35K	Buy	+341	New	+$36.3K	﹤0.01%	916

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments's IEF Position: Q3 2020 in Review

ClearBridge Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020, closing a stake of 615 shares — an estimated $75K sold.

ClearBridge Investments first reported a position in IEF in Q2 2013 and held it in 29 quarters. The position peaked at $75K in Q2 2020. 654 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

ClearBridge Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
ClearBridge Investments sold 615 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $75K.
ClearBridge Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 29 quarters.
ClearBridge Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $75K in Q2 2020.
654 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.