RIM
IEF icon

Rampart Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rampart Investment 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
2020
Q2 		– Sell
-2,566
Closed -$312K – 539
2020
Q1 		$312K Buy
+2,566
New +$295K 0.15% 142
2019
Q4 		– Sell
-677
Closed -$76K – 537
2019
Q3 		$76K Sell
677
-670
-50% -$74.7K 0.01% 523
2019
Q2 		$148K Sell
1,347
-29
-2% -$3.11K 0.02% 486
2019
Q1 		$147K Sell
1,376
-44
-3% -$4.6K 0.02% 477
2018
Q4 		$148K Buy
+1,420
New +$144K 0.04% 326
2018
Q3 		– Sell
-675
Closed -$69K – 531
2018
Q2 		$69K Buy
675
+30
+5% +$3.06K 0.01% 520
2018
Q1 		$67K Hold
645
– – 0.01% 515
2017
Q4 		$68K Hold
645
– – 0.03% 450
2017
Q3 		$69K Buy
645
+2
+0.3% +$214 0.02% 496
2017
Q2 		$69K Buy
+643
New +$68.7K 0.02% 486
2016
Q3 		– Sell
-595
Closed -$67K – 109
2016
Q2 		$67K Sell
595
-577
-49% -$63.8K 0.04% 12
2016
Q1 		$129K Buy
+1,172
New +$128K 0.07% 13
2015
Q4 		– Sell
-1,218
Closed -$131K – 9
2015
Q3 		$131K Buy
+1,218
New +$129K 0.06% 10
2015
Q2 		– Sell
-600
Closed -$65K – 11
2015
Q1 		$65K Sell
600
-6
-1% -$647 0.03% 9
2014
Q4 		$64K Buy
+606
New +$63.9K 0.03% 12

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rampart Investment Management's IEF Position: Q2 2020 in Review

Rampart Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 2,566 shares — an estimated $312K sold.

Rampart Investment Management first reported a position in IEF in Q4 2014 and held it in 15 quarters. The position peaked at $312K in Q1 2020. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

  • Rampart Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Rampart Investment Management sold 2,566 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $312K.
  • Rampart Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 15 quarters.
  • Rampart Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $312K in Q1 2020.
  • 633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Rampart Investment Management's 13F filing for Q2 2020, filed 5 Aug 2020.