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Rainier Group Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rainier Group Investment Advisory’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
2020
Q3 		$21.1M Buy
173,144
+5,708
+3% +$696K 8.37% 2
2020
Q2 		$20.4M Buy
+167,436
New +$20.3M 8.82% 2

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rainier Group Investment Advisory's IEF Position: Q3 2020 in Review

Rainier Group Investment Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.4% in Q3 2020, buying an estimated $696K and bringing the position to 173,144 shares worth $21.1M. The position accounts for 8.37% of the portfolio, ranked #2.

Rainier Group Investment Advisory first reported a position in IEF in Q2 2020 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Rainier Group Investment Advisory held 173,144 shares of iShares 7-10 Year Treasury Bond ETF worth $21.1M as of Q3 2020.
  • Rainier Group Investment Advisory bought 5,708 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $696K.
  • iShares 7-10 Year Treasury Bond ETF made up 8.37% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #2 holding.
  • Rainier Group Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.