Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2023 Q4	–	Sell	-103	Closed	-$9.37K	–	576
2023 Q3	$9.37K	Buy	+103	New	+$9.71K	﹤0.01%	521
2023 Q2	–	Sell	-8,984	Closed	-$890K	–	650
2023 Q1	$890K	Hold	8,984	–	–	0.01%	157
2022 Q4	$860K	Hold	8,984	–	–	0.01%	159
2022 Q3	$862K	Hold	8,984	–	–	0.01%	155
2022 Q2	$919K	Buy	+8,984	New	+$922K	0.01%	160
2021 Q4	–	Sell	-41	Closed	-$5K	–	744
2021 Q3	$5K	Sell	41 -160	-80%	-$18.7K	﹤0.01%	658
2021 Q2	$23K	Buy	+201	New	+$23K	﹤0.01%	532
2016 Q3	–	Sell	-130	Closed	-$2K	–	618
2016 Q2	$2K	Buy	+130	New	+$14.4K	﹤0.01%	616

Other funds holding IEF

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IEF Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2023, closing a stake of 103 shares — an estimated $9.37K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IEF in Q2 2016 and held it in 8 quarters. The position peaked at $919K in Q2 2022. 907 funds tracked by Wall St. Rank hold IEF as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 103 iShares 7-10 Year Treasury Bond ETF shares in Q4 2023, an estimated $9.37K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $919K in Q2 2022.
907 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.