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Madison Investment Holdings’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Madison Investment Holdings’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
2019
Q3 		$24.8M Buy
220,564
+23,261
+12% +$2.6M 0.4% 84
2019
Q2 		$21.7M Buy
197,303
+72,571
+58% +$7.78M 0.38% 92
2019
Q1 		$13.3M Buy
124,732
+106,048
+568% +$11.1M 0.24% 114
2018
Q4 		$1.95M Sell
18,684
-285,024
-94% -$28.9M 0.04% 179
2018
Q3 		$30.7M Sell
303,708
-630,197
-67% -$64.3M 0.53% 62
2018
Q2 		$95.7M Sell
933,905
-244,568
-21% -$24.9M 1.71% 7
2018
Q1 		$122M Sell
1,178,473
-54,507
-4% -$5.61M 2.17% 2
2017
Q4 		$130M Buy
1,232,980
+55,314
+5% +$5.87M 2.22% 2
2017
Q3 		$125M Sell
1,177,666
-48,204
-4% -$5.17M 2.24% 2
2017
Q2 		$131M Sell
1,225,870
-258,552
-17% -$27.6M 2.42% 2
2017
Q1 		$157M Buy
1,484,422
+21,985
+2% +$2.31M 2.92% 2
2016
Q4 		$153M Buy
1,462,437
+219,328
+18% +$23.6M 2.97% 1
2016
Q3 		$139M Buy
1,243,109
+257,437
+26% +$28.9M 2.74% 1
2016
Q2 		$111M Buy
985,672
+85,594
+10% +$9.47M 2.31% 2
2016
Q1 		$99.3M Sell
900,078
-228,873
-20% -$25M 2.11% 4
2015
Q4 		$119M Sell
1,128,951
-305,588
-21% -$32.6M 2.59% 3
2015
Q3 		$155M Buy
1,434,539
+309,797
+28% +$32.9M 3.39% 1
2015
Q2 		$118M Sell
1,124,742
-197,275
-15% -$21M 2.39% 2
2015
Q1 		$143M Buy
+1,322,017
New +$143M 2.81% 2
2014
Q2 		– Sell
-1,202,849
Closed -$122M – 226
2014
Q1 		$122M Buy
1,202,849
+789,232
+191% +$80.1M 2.33% 3
2013
Q4 		$41M Buy
+413,617
New +$42M 0.8% 51

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Madison Investment Holdings's IEF Position: Q3 2019 in Review

Madison Investment Holdings increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q3 2019, buying an estimated $2.6M and bringing the position to 220,564 shares worth $24.8M. The position accounts for 0.4% of the portfolio, ranked #84.

Madison Investment Holdings first reported a position in IEF in Q4 2013 and has held it in 21 quarters since. The position peaked at $157M in Q1 2017. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

  • Madison Investment Holdings held 220,564 shares of iShares 7-10 Year Treasury Bond ETF worth $24.8M as of Q3 2019.
  • Madison Investment Holdings bought 23,261 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $2.6M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.4% of Madison Investment Holdings's portfolio in Q3 2019, its #84 holding.
  • Madison Investment Holdings first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and has held it in 21 quarters since.
  • Madison Investment Holdings's iShares 7-10 Year Treasury Bond ETF position peaked at $157M in Q1 2017.
  • 519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.