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 New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Princeton Capital Management's IEF Position: Q4 2019 in Review

Princeton Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 85 shares — an estimated $10K sold.

Princeton Capital Management first reported a position in IEF in Q1 2018 and held it in 7 quarters. The position peaked at $10K in Q3 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

Princeton Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 85 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $10K.
Princeton Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and held it in 7 quarters.
Princeton Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $10K in Q3 2019.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.