FineMark National Bank & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

FineMark National Bank & Trust’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	–	Sell	-16,660	Closed	-$1.84M	–	362
2019 Q4	$1.84M	Buy	16,660 +55	+0.3%	+$6.13K	0.09%	131
2019 Q3	$1.87M	Sell	16,605 -21,610	-57%	-$2.41M	0.1%	131
2019 Q2	$4.2M	Buy	+38,215	New	+$4.1M	0.23%	88
2017 Q1	–	Sell	-407	Closed	-$43K	–	660
2016 Q4	$43K	Buy	407 +382	+1,528%	+$41K	﹤0.01%	658
2016 Q3	$3K	Buy	+25	New	+$2.8K	﹤0.01%	1119
2015 Q1	–	Sell	-500	Closed	-$53K	–	1418
2014 Q4	$53K	Hold	500	–	–	0.01%	649
2014 Q3	$52K	Sell	500 -97	-16%	-$10.1K	0.01%	619
2014 Q2	$62K	Buy	597 +97	+19%	+$9.96K	0.01%	569
2014 Q1	$51K	Buy	+500	New	+$50.8K	0.01%	606
2013 Q3	–	Sell	-110	Closed	-$11K	–	1566
2013 Q2	$11K	Buy	+110	New	+$11.7K	﹤0.01%	933

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

FineMark National Bank & Trust's IEF Position: Q1 2020 in Review

FineMark National Bank & Trust sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 16,660 shares — an estimated $1.84M sold.

FineMark National Bank & Trust first reported a position in IEF in Q2 2013 and held it in 10 quarters. The position peaked at $4.2M in Q2 2019. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

FineMark National Bank & Trust reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
FineMark National Bank & Trust sold 16,660 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $1.84M.
FineMark National Bank & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
FineMark National Bank & Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $4.2M in Q2 2019.
609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on FineMark National Bank & Trust's 13F filing for Q1 2020, filed 6 May 2020.