PP
IEF icon

Paloma Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Paloma Partners’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
-232
Closed -$28K – 1907
2020
Q3 		$28K Hold
232
– – ﹤0.01% 1996
2020
Q2 		$28K Hold
232
– – ﹤0.01% 2020
2020
Q1 		$28K Sell
232
-6,863
-97% -$790K ﹤0.01% 1140
2019
Q4 		$782K Sell
7,095
-4,824
-40% -$538K 0.01% 1109
2019
Q3 		$1.34M Buy
11,919
+94
+0.8% +$10.5K 0.03% 603
2019
Q2 		$1.3M Buy
+11,825
New +$1.27M 0.02% 592
2016
Q3 		– Sell
-8,800
Closed -$994K – 1967
2016
Q2 		$994K Buy
+8,800
New +$973K 0.01% 1155
2015
Q1 		– Sell
-34,065
Closed -$3.61M – 1300
2014
Q4 		$3.61M Buy
+34,065
New +$3.59M 0.16% 139

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return