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Osborn Williams & Donohoe’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-3,800
Closed -$402K – 471
2019
Q1 		$402K Buy
+3,800
New +$397K 0.04% 268

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Osborn Williams & Donohoe's IEF Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2019, closing a stake of 3,800 shares — an estimated $402K sold.

Osborn Williams & Donohoe first reported a position in IEF in Q1 2019 and held it in 1 quarter. The position peaked at $402K in Q1 2019. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 3,800 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $402K.
  • Osborn Williams & Donohoe first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares 7-10 Year Treasury Bond ETF position peaked at $402K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.