TAM
IEF icon

Tocqueville Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tocqueville Asset 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
Q3 		– Sell
-100,000
Closed -$630K – 663
2020
Q2 		$630K Buy
100,000
+25,000
+33% +$3.04M 0.01% 456
2020
Q1 		$392K Buy
+75,000
New +$8.63M 0.01% 488

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

Tocqueville Asset Management's IEF Position: Q3 2020 in Review

Tocqueville Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2020, closing a stake of 100,000 shares — an estimated $630K sold.

Tocqueville Asset Management first reported a position in IEF in Q1 2020 and held it in 2 quarters. The position peaked at $630K in Q2 2020. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Tocqueville Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Tocqueville Asset Management sold 100,000 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $630K.
  • Tocqueville Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Tocqueville Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $630K in Q2 2020.
  • 655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Tocqueville Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.