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SCA
Stonebridge Capital Advisors’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Stonebridge Capital Advisors’s Portfolio
IEF Stock Details
IEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-540
Closed
-$49.5K
–
497
2023
Q3
$49.5K
Hold
540
–
–
0.01%
362
2023
Q2
$52.2K
Sell
540
-194
-26%
-$19.1K
0.01%
358
2023
Q1
$72.8K
Buy
734
+130
+22%
+$12.7K
0.01%
318
2022
Q4
$57.9K
Buy
604
+399
+195%
+$38.3K
0.01%
347
2022
Q3
$20K
Sell
205
-47
-19%
-$4.77K
﹤0.01%
466
2022
Q2
$26K
Sell
252
-10
-4%
-$1.03K
﹤0.01%
448
2022
Q1
$28K
Buy
262
+10
+4%
+$1.11K
﹤0.01%
478
2021
Q4
$29K
Hold
252
–
–
﹤0.01%
447
2021
Q3
$29K
Sell
252
-718
-74%
-$84K
﹤0.01%
427
2021
Q2
$110K
Buy
970
+252
+35%
+$28.8K
0.01%
339
2021
Q1
$81K
Buy
+718
New
+$83.7K
0.01%
286
2020
Q3
–
Sell
-252
Closed
-$31K
–
415
2020
Q2
$31K
Buy
252
+47
+23%
+$5.71K
0.01%
338
2020
Q1
$25K
Hold
205
–
–
0.01%
353
2019
Q4
$23K
Hold
205
–
–
﹤0.01%
428
2019
Q3
$23K
Hold
205
–
–
﹤0.01%
425
2019
Q2
$23K
Buy
+205
New
+$22K
﹤0.01%
433
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$1.9T AUM
41.92%
1-Year Est. Return
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$1.56T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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