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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
2024
Q4 		– Sell
-337,500
Closed -$33.1M – 650
2024
Q3 		$33.1M Sell
337,500
-45,000
-12% -$4.35M 0.92% 19
2024
Q2 		$35.8M Buy
382,500
+380,670
+20,802% +$35.4M 1.01% 8
2024
Q1 		$173K Buy
+1,830
New +$173K 0.01% 620

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Paloma Partners's IEF Position: Q4 2020 in Review

Paloma Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 232 shares — an estimated $28K sold.

Paloma Partners first reported a position in IEF in Q4 2014 and held it in 8 quarters. The position peaked at $3.61M in Q4 2014. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Paloma Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Paloma Partners sold 232 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $28K.
  • Paloma Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 8 quarters.
  • Paloma Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.61M in Q4 2014.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Paloma Partners's 13F filing for Q4 2020, filed 16 Feb 2021.