Eaton Vance Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Eaton Vance Management’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
2022 Q3	$1.94M	Buy	20,213 +4,797	+31%	+$487K	﹤0.01%	1065
2022 Q2	$1.58M	Sell	15,416 -191,706	-93%	-$19.7M	﹤0.01%	1153
2022 Q1	$22.3M	Buy	207,122 +60,252	+41%	+$6.69M	0.03%	476
2021 Q4	$16.9M	Sell	146,870 -20,942	-12%	-$2.41M	0.02%	515
2021 Q3	$3.54M	Buy	167,812 +17,611	+12%	+$2.06M	﹤0.01%	805
2021 Q2	$17.3M	Sell	150,201 -28,223	-16%	-$3.23M	0.02%	479
2021 Q1	$20.1M	Buy	178,424 +45,043	+34%	+$5.25M	0.03%	431
2020 Q4	$16M	Buy	133,381 +75,853	+132%	+$9.13M	0.03%	451
2020 Q3	$7.01M	Buy	57,528 +5,033	+10%	+$614K	0.01%	553
2020 Q2	$6.4M	Buy	52,495 +10,725	+26%	+$1.3M	0.01%	547
2020 Q1	$5.07M	Buy	41,770 +6,287	+18%	+$724K	0.01%	542
2019 Q4	$3.91M	Buy	35,483 +3,897	+12%	+$434K	0.01%	681
2019 Q3	$3.55M	Buy	31,586 +9,685	+44%	+$1.08M	0.01%	670
2019 Q2	$2.41M	Buy	21,901 +5,030	+30%	+$539K	0.01%	762
2019 Q1	$1.8M	Buy	+16,871	New	+$1.76M	﹤0.01%	793

Other funds holding IEF

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

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

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

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

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

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Eaton Vance Management's IEF Position: Q3 2022 in Review

Eaton Vance Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 31% in Q3 2022, buying an estimated $487K and bringing the position to 20,213 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Eaton Vance Management first reported a position in IEF in Q1 2019 and has held it in 15 quarters since. The position peaked at $22.3M in Q1 2022. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Eaton Vance Management held 20,213 shares of iShares 7-10 Year Treasury Bond ETF worth $1.94M as of Q3 2022.
Eaton Vance Management bought 4,797 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $487K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1065 holding.
Eaton Vance Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 15 quarters since.
Eaton Vance Management's iShares 7-10 Year Treasury Bond ETF position peaked at $22.3M in Q1 2022.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.