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Winfield Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Winfield Associates’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
2022
Q1 		$2.1M Buy
19,520
+146
+0.8% +$16.2K 0.76% 36
2021
Q4 		$2.23M Sell
19,374
-100
-0.5% -$11.5K 0.74% 38
2021
Q3 		$2.24M Buy
19,474
+78
+0.4% +$9.12K 0.83% 34
2021
Q2 		$2.24M Sell
19,396
-717
-4% -$82.1K 0.83% 35
2021
Q1 		$2.27M Sell
20,113
-1,035
-5% -$121K 0.93% 33
2020
Q4 		$2.54M Sell
21,148
-735
-3% -$88.4K 1.07% 27
2020
Q3 		$2.67M Buy
21,883
+2,148
+11% +$262K 1.27% 19
2020
Q2 		$2.4M Buy
19,735
+5,969
+43% +$725K 1.23% 22
2020
Q1 		$1.67M Sell
13,766
-3,500
-20% -$403K 1.06% 27
2019
Q4 		$1.9M Sell
17,266
-1,326
-7% -$148K 0.88% 31
2019
Q3 		$2.09M Buy
18,592
+10,575
+132% +$1.18M 1.02% 28
2019
Q2 		$882K Hold
8,017
– – 0.46% 55
2019
Q1 		$855K Buy
8,017
+2,500
+45% +$261K 0.46% 54
2018
Q4 		$575K Hold
5,517
– – 0.35% 60
2018
Q3 		$558K Buy
5,517
+99
+2% +$10.1K 0.28% 69
2018
Q2 		$555K Sell
5,418
-77
-1% -$7.84K 0.3% 69
2018
Q1 		$567K Hold
5,495
– – 0.31% 76
2017
Q4 		$581K Buy
5,495
+475
+9% +$50.4K 0.29% 77
2017
Q3 		$535K Hold
5,020
– – 0.28% 78
2017
Q2 		$535K Sell
5,020
-100
-2% -$10.7K 0.3% 74
2017
Q1 		$541K Sell
5,120
-3,525
-41% -$370K 0.31% 73
2016
Q4 		$906K Sell
8,645
-3,050
-26% -$328K 0.56% 51
2016
Q3 		$1.31M Sell
11,695
-583
-5% -$65.3K 0.82% 37
2016
Q2 		$1.39M Buy
12,278
+1,500
+14% +$166K 0.9% 35
2016
Q1 		$1.19M Buy
10,778
+9,945
+1,194% +$1.08M 0.81% 38
2015
Q4 		$88K Buy
833
+750
+904% +$80K 0.06% 136
2015
Q3 		$9K Hold
83
– – 0.01% 248
2015
Q2 		$9K Hold
83
– – 0.01% 236
2015
Q1 		$9K Hold
83
– – 0.01% 240
2014
Q4 		$9K Hold
83
– – 0.01% 243
2014
Q3 		$9K Buy
+83
New +$8.61K 0.01% 239

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Winfield Associates's IEF Position: Q1 2022 in Review

Winfield Associates increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.75% in Q1 2022, buying an estimated $16.2K and bringing the position to 19,520 shares worth $2.1M. The position accounts for 0.76% of the portfolio, ranked #36.

Winfield Associates first reported a position in IEF in Q3 2014 and has held it in 31 quarters since. The position peaked at $2.67M in Q3 2020. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Winfield Associates held 19,520 shares of iShares 7-10 Year Treasury Bond ETF worth $2.1M as of Q1 2022.
  • Winfield Associates bought 146 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $16.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.76% of Winfield Associates's portfolio in Q1 2022, its #36 holding.
  • Winfield Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and has held it in 31 quarters since.
  • Winfield Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $2.67M in Q3 2020.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.