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Lowell Blake & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lowell Blake & Associates’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
-2,378
Closed -$274K – 56
2021
Q3 		$274K Hold
2,378
– – 0.13% 50
2021
Q2 		$275K Buy
+2,378
New +$272K 0.13% 51

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lowell Blake & Associates's IEF Position: Q4 2021 in Review

Lowell Blake & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2021, closing a stake of 2,378 shares — an estimated $274K sold.

Lowell Blake & Associates first reported a position in IEF in Q2 2021 and held it in 2 quarters. The position peaked at $275K in Q2 2021. 688 funds tracked by Wall St. Rank hold IEF as of Q4 2021.

  • Lowell Blake & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Lowell Blake & Associates sold 2,378 iShares 7-10 Year Treasury Bond ETF shares in Q4 2021, an estimated $274K.
  • Lowell Blake & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Lowell Blake & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $275K in Q2 2021.
  • 688 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2021.

Based on Lowell Blake & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.