Perkins Coie Trust Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Perkins Coie Trust 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
2019 Q2	–	Sell	-177	Closed	-$19K	–	325
2019 Q1	$19K	Hold	177	–	–	0.01%	222
2018 Q4	$18K	Hold	177	–	–	0.01%	221
2018 Q3	$18K	Hold	177	–	–	0.01%	231
2018 Q2	$18K	Hold	177	–	–	0.01%	233
2018 Q1	$18K	Hold	177	–	–	0.01%	236
2017 Q4	$19K	Hold	177	–	–	0.01%	229
2017 Q3	$19K	Hold	177	–	–	0.01%	230
2017 Q2	$19K	Hold	177	–	–	0.01%	234
2017 Q1	$19K	Hold	177	–	–	0.01%	220
2016 Q4	$19K	Hold	177	–	–	0.01%	225
2016 Q3	$20K	Hold	177	–	–	0.01%	185
2016 Q2	$20K	Hold	177	–	–	0.01%	181
2016 Q1	$20K	Hold	177	–	–	0.01%	180
2015 Q4	$19K	Hold	177	–	–	0.01%	175
2015 Q3	$19K	Hold	177	–	–	0.02%	177
2015 Q2	$19K	Buy	+177	New	+$18.8K	0.01%	186

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Perkins Coie Trust Company's IEF Position: Q2 2019 in Review

Perkins Coie Trust Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2019, closing a stake of 177 shares — an estimated $19K sold.

Perkins Coie Trust Company first reported a position in IEF in Q2 2015 and held it in 16 quarters. The position peaked at $20K in Q3 2016. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

Perkins Coie Trust Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Perkins Coie Trust Company sold 177 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $19K.
Perkins Coie Trust Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and held it in 16 quarters.
Perkins Coie Trust Company's iShares 7-10 Year Treasury Bond ETF position peaked at $20K in Q3 2016.
499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on Perkins Coie Trust Company's 13F filing for Q2 2019, filed 10 Jul 2019.