Roberts, Glore & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Roberts, Glore & Co’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 Q4	–	Sell	-7,914	Closed	-$964K	–	185
2020 Q3	$964K	Buy	+7,914	New	+$965K	0.34%	69
2020 Q2	–	Sell	-3,439	Closed	-$417K	–	170
2020 Q1	$417K	Buy	+3,439	New	+$396K	0.18%	109
2019 Q1	–	Sell	-3,735	Closed	-$389K	–	138
2018 Q4	$389K	Buy	+3,735	New	+$378K	0.27%	88
2015 Q4	–	Sell	-5,252	Closed	-$567K	–	137
2015 Q3	$567K	Buy	+5,252	New	+$558K	0.44%	64

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Roberts, Glore & Co's IEF Position: Q4 2020 in Review

Roberts, Glore & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 7,914 shares — an estimated $964K sold.

Roberts, Glore & Co first reported a position in IEF in Q3 2015 and held it in 4 quarters. The position peaked at $964K in Q3 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

Roberts, Glore & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Roberts, Glore & Co sold 7,914 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $964K.
Roberts, Glore & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 4 quarters.
Roberts, Glore & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $964K in Q3 2020.
693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Roberts, Glore & Co's 13F filing for Q4 2020, filed 9 Feb 2021.