Northwest Investment Counselors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Northwest Investment Counselors’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 Q4	–	Sell	-123	Closed	-$15K	–	276
2020 Q3	$15K	Buy	+123	New	+$15K	0.01%	291
2019 Q4	–	Sell	-894	Closed	-$101K	–	320
2019 Q3	$101K	Buy	+894	New	+$99.7K	0.04%	172
2017 Q4	–	Sell	-148	Closed	-$16K	–	213
2017 Q3	$16K	Buy	+148	New	+$15.9K	0.01%	261

Other funds holding IEF

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwest Investment Counselors's IEF Position: Q4 2020 in Review

Northwest Investment Counselors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 123 shares — an estimated $15K sold.

Northwest Investment Counselors first reported a position in IEF in Q3 2017 and held it in 3 quarters. The position peaked at $101K in Q3 2019. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Northwest Investment Counselors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Northwest Investment Counselors sold 123 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $15K.
Northwest Investment Counselors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and held it in 3 quarters.
Northwest Investment Counselors's iShares 7-10 Year Treasury Bond ETF position peaked at $101K in Q3 2019.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Northwest Investment Counselors's 13F filing for Q4 2020, filed 26 Jan 2021.