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Princeton Portfolio Strategies Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Princeton Portfolio Strategies Group’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
2021
Q2 		$451K Buy
+3,906
New +$447K 0.09% 120
2020
Q1 		– Sell
-12,218
Closed -$1.35M – 141
2019
Q4 		$1.35M Sell
12,218
-134
-1% -$14.9K 0.32% 75
2019
Q3 		$1.39M Sell
12,352
-169
-1% -$18.9K 0.35% 70
2019
Q2 		$1.38M Sell
12,521
-7,323
-37% -$785K 0.35% 74
2019
Q1 		$2.12M Buy
+19,844
New +$2.08M 0.57% 51
2018
Q4 		– Sell
-6,830
Closed -$691K – 151
2018
Q3 		$691K Buy
+6,830
New +$697K 0.18% 106

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Princeton Portfolio Strategies Group's IEF Position: Q2 2021 in Review

Princeton Portfolio Strategies Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021: 3,906 shares worth $451K. The stake represents 0.09% of the portfolio and ranks #120 among its holdings. This is a return to the name: Princeton Portfolio Strategies Group previously reported a position in IEF as recently as Q4 2019.

Princeton Portfolio Strategies Group first reported a position in IEF in Q3 2018 and has held it in 6 quarters since. The position peaked at $2.12M in Q1 2019. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

  • Princeton Portfolio Strategies Group held 3,906 shares of iShares 7-10 Year Treasury Bond ETF worth $451K as of Q2 2021.
  • iShares 7-10 Year Treasury Bond ETF was a new Princeton Portfolio Strategies Group position in Q2 2021.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #120 holding.
  • Princeton Portfolio Strategies Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 6 quarters since.
  • Princeton Portfolio Strategies Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.12M in Q1 2019.
  • 614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.