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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return