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Wellesley Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wellesley Investment Partners’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 		$31.4M Buy
258,164
+5,291
+2% +$645K 10.75% 2
2020
Q2 		$30.8M Buy
252,873
+30,439
+14% +$3.7M 10.9% 1
2020
Q1 		$27M Sell
222,434
-55,401
-20% -$6.38M 10.74% 1
2019
Q4 		$30.6M Buy
277,835
+14,289
+5% +$1.59M 9.41% 4
2019
Q3 		$29.6M Buy
263,546
+26,795
+11% +$2.99M 9.73% 3
2019
Q2 		$26M Buy
236,751
+14,442
+6% +$1.55M 8.97% 4
2019
Q1 		$23.7M Buy
222,309
+72,859
+49% +$7.62M 8.13% 4
2018
Q4 		$15.6M Sell
149,450
-4,330
-3% -$439K 5.54% 6
2018
Q3 		$15.6M Buy
153,780
+45,776
+42% +$4.67M 5.07% 5
2018
Q2 		$11.1M Buy
108,004
+1,859
+2% +$189K 3.85% 8
2018
Q1 		$11M Buy
106,145
+13,819
+15% +$1.42M 3.94% 8
2017
Q4 		$9.75M Buy
92,326
+6,354
+7% +$674K 3.69% 8
2017
Q3 		$9.16M Buy
85,972
+800
+0.9% +$85.7K 3.76% 8
2017
Q2 		$9.08M Buy
85,172
+779
+0.9% +$83.2K 3.82% 8
2017
Q1 		$8.91M Buy
84,393
+5,469
+7% +$574K 3.94% 8
2016
Q4 		$8.27M Buy
78,924
+4,475
+6% +$481K 4.01% 7
2016
Q3 		$8.33M Sell
74,449
-340
-0.5% -$38.1K 4.31% 7
2016
Q2 		$8.45M Buy
74,789
+5,318
+8% +$588K 4.55% 7
2016
Q1 		$7.67M Buy
69,471
+6,687
+11% +$729K 4.59% 6
2015
Q4 		$6.63M Buy
+62,784
New +$6.69M 4.56% 6

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

Wellesley Investment Partners's IEF Position: Q3 2020 in Review

Wellesley Investment Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q3 2020, buying an estimated $645K and bringing the position to 258,164 shares worth $31.4M. The position accounts for 10.75% of the portfolio, ranked #2.

Wellesley Investment Partners first reported a position in IEF in Q4 2015 and has held it in 20 quarters since. 655 funds tracked by Wall St. Rank hold IEF as of Q3 2020.

  • Wellesley Investment Partners held 258,164 shares of iShares 7-10 Year Treasury Bond ETF worth $31.4M as of Q3 2020.
  • Wellesley Investment Partners bought 5,291 iShares 7-10 Year Treasury Bond ETF shares in Q3 2020, an estimated $645K.
  • iShares 7-10 Year Treasury Bond ETF made up 10.75% of Wellesley Investment Partners's portfolio in Q3 2020, its #2 holding.
  • Wellesley Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 20 quarters since.
  • 655 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.