Evercore Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Evercore Wealth 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 Q1	–	Sell	-3,418	Closed	-$393K	–	437
2021 Q4	$393K	Buy	3,418 +105	+3%	+$12.1K	0.01%	314
2021 Q3	$382K	Buy	3,313 +925	+39%	+$108K	0.01%	320
2021 Q2	$276K	Sell	2,388 -24	-1%	-$2.75K	0.01%	375
2021 Q1	$272K	Sell	2,412 -97	-4%	-$11.3K	0.01%	379
2020 Q4	$301K	Sell	2,509 -22	-0.9%	-$2.65K	0.01%	358
2020 Q3	$308K	Buy	2,531 +74	+3%	+$9.03K	0.01%	313
2020 Q2	$299K	Hold	2,457	–	–	0.01%	308
2020 Q1	$298K	Buy	+2,457	New	+$283K	0.01%	297
2015 Q3	–	Sell	-296	Closed	-$31K	–	1012
2015 Q2	$31K	Buy	+296	New	+$31.5K	﹤0.01%	715

Other funds holding IEF

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evercore Wealth Management's IEF Position: Q1 2022 in Review

Evercore Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022, closing a stake of 3,418 shares — an estimated $393K sold.

Evercore Wealth Management first reported a position in IEF in Q2 2015 and held it in 9 quarters. The position peaked at $393K in Q4 2021. 684 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

Evercore Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Evercore Wealth Management sold 3,418 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $393K.
Evercore Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and held it in 9 quarters.
Evercore Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $393K in Q4 2021.
684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Evercore Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.