Fiduciary Trust International of Pennsylvania’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q1	$443K	Buy	+3,645	New	+$420K	0.02%	285
2019 Q4	–	Sell	-3,775	Closed	-$425K	–	339
2019 Q3	$425K	Buy	+3,775	New	+$421K	0.02%	305
2017 Q1	–	Sell	-13,319	Closed	-$1.4M	–	321
2016 Q4	$1.4M	Sell	13,319 -42,749	-76%	-$4.59M	0.11%	133
2016 Q3	$6.27M	Buy	56,068 +26,640	+91%	+$2.99M	0.51%	60
2016 Q2	$3.32M	Buy	29,428 +15,898	+118%	+$1.76M	0.27%	102
2016 Q1	$1.49M	Buy	+13,530	New	+$1.48M	0.13%	126
2013 Q4	–	Sell	-2,008	Closed	-$205K	–	338
2013 Q3	$205K	Buy	+2,008	New	+$203K	0.02%	308

Other funds holding IEF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IEF Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020: 3,645 shares worth $443K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in IEF as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in IEF in Q3 2013 and has held it in 7 quarters since. The position peaked at $6.27M in Q3 2016. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 3,645 shares of iShares 7-10 Year Treasury Bond ETF worth $443K as of Q1 2020.
iShares 7-10 Year Treasury Bond ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #285 holding.
Fiduciary Trust International of Pennsylvania first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and has held it in 7 quarters since.
Fiduciary Trust International of Pennsylvania's iShares 7-10 Year Treasury Bond ETF position peaked at $6.27M in Q3 2016.
609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.