Mandatum Life Insurance Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mandatum Life Insurance Company’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	-3,218	Closed	-$355K	–	112
2019 Q4	$355K	Buy	+3,218	New	+$359K	0.07%	108
2018 Q1	–	Sell	-40,732	Closed	-$4.3M	–	167
2017 Q4	$4.3M	Buy	40,732 +699	+2%	+$74.1K	0.67%	20
2017 Q3	$4.26M	Buy	40,033 +8,262	+26%	+$885K	0.57%	17
2017 Q2	$3.39M	Buy	+31,771	New	+$3.39M	0.46%	29

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

Mandatum Life Insurance Company's IEF Position: Q1 2020 in Review

Mandatum Life Insurance Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 3,218 shares — an estimated $355K sold.

Mandatum Life Insurance Company first reported a position in IEF in Q2 2017 and held it in 4 quarters. The position peaked at $4.3M in Q4 2017. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

Mandatum Life Insurance Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Mandatum Life Insurance Company sold 3,218 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $355K.
Mandatum Life Insurance Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 4 quarters.
Mandatum Life Insurance Company's iShares 7-10 Year Treasury Bond ETF position peaked at $4.3M in Q4 2017.
609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Mandatum Life Insurance Company's 13F filing for Q1 2020, filed 8 May 2020.