Landsberg Bennett & Dubbaneh’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q1	–	Sell	-283,809	Closed	-$34M	–	261
2020 Q4	$34M	Buy	283,809 +29,697	+12%	+$3.57M	5.22%	2
2020 Q3	$31M	Buy	254,112 +135,508	+114%	+$16.5M	5.42%	3
2020 Q2	$14.5M	Buy	118,604 +27,448	+30%	+$3.34M	3%	4
2020 Q1	$11.1M	Buy	91,156 +12,564	+16%	+$1.45M	3.1%	5
2019 Q4	$8.69M	Buy	+78,592	New	+$8.76M	2.04%	6

Other funds holding IEF

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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

Landsberg Bennett & Dubbaneh's IEF Position: Q1 2021 in Review

Landsberg Bennett & Dubbaneh sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 283,809 shares — an estimated $34M sold.

Landsberg Bennett & Dubbaneh first reported a position in IEF in Q4 2019 and held it in 5 quarters. The position peaked at $34M in Q4 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Landsberg Bennett & Dubbaneh reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Landsberg Bennett & Dubbaneh sold 283,809 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $34M.
Landsberg Bennett & Dubbaneh first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Landsberg Bennett & Dubbaneh's iShares 7-10 Year Treasury Bond ETF position peaked at $34M in Q4 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q1 2021, filed 19 Apr 2021.