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Stearns Financial Services Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stearns Financial Services 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
2020
Q3 		$60K Buy
495
+246
+99% +$30K 0.01% 168
2020
Q2 		$30K Buy
+249
New +$30.3K ﹤0.01% 169
2020
Q1 		– Sell
-5
Closed -$1K – 216
2019
Q4 		$1K Buy
+5
New +$557 ﹤0.01% 186

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stearns Financial Services Group's IEF Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 99% in Q3 2020, buying an estimated $30K and bringing the position to 495 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #168.

Stearns Financial Services Group first reported a position in IEF in Q4 2019 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Stearns Financial Services Group held 495 shares of iShares 7-10 Year Treasury Bond ETF worth $60K as of Q3 2020.
  • Stearns Financial Services Group bought 246 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $30K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #168 holding.
  • Stearns Financial Services Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.