PCM
IEF icon

Princeton Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Princeton Capital Management’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
Q4 		– Sell
-85
Closed -$10K – 144
2019
Q3 		$10K Hold
85
– – ﹤0.01% 207
2019
Q2 		$9K Hold
85
– – ﹤0.01% 211
2019
Q1 		$9K Hold
85
– – ﹤0.01% 202
2018
Q4 		$9K Hold
85
– – 0.01% 213
2018
Q3 		$9K Hold
85
– – ﹤0.01% 227
2018
Q2 		$9K Hold
85
– – ﹤0.01% 256
2018
Q1 		$9K Buy
+85
New +$8.75K ﹤0.01% 246

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return