Fernwood Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fernwood Investment 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
2021 Q4	–	Sell	-2,360	Closed	-$272K	–	214
2021 Q3	$272K	Buy	+2,360	New	+$276K	0.09%	163
2020 Q4	–	Sell	-2,109	Closed	-$257K	–	186
2020 Q3	$257K	Hold	2,109	–	–	0.12%	144
2020 Q2	$257K	Sell	2,109 -752	-26%	-$91.4K	0.13%	140
2020 Q1	$348K	Buy	2,861 +295	+11%	+$34K	0.22%	106
2019 Q4	$283K	Hold	2,566	–	–	0.14%	122
2019 Q3	$289K	Hold	2,566	–	–	0.14%	137
2019 Q2	$282K	Hold	2,566	–	–	0.15%	120
2019 Q1	$274K	Buy	2,566 +5	+0.2%	+$523	0.15%	124
2018 Q4	$267K	Buy	+2,561	New	+$259K	0.17%	117

Other funds holding IEF

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM

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

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

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

Fernwood Investment Management's IEF Position: Q4 2021 in Review

Fernwood Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 2,360 shares — an estimated $272K sold.

Fernwood Investment Management first reported a position in IEF in Q4 2018 and held it in 9 quarters. The position peaked at $348K in Q1 2020. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

Fernwood Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Fernwood Investment Management sold 2,360 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $272K.
Fernwood Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 9 quarters.
Fernwood Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $348K in Q1 2020.
688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Fernwood Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.