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Winslow Evans & Crocker’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Winslow Evans & Crocker’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
Q4 		$13K Buy
+112
New +$13.5K ﹤0.01% 896
2017
Q3 		– Sell
-180
Closed -$19.2K – 1177
2017
Q2 		$19.2K Sell
180
-18
-9% -$1.92K 0.01% 755
2017
Q1 		$20.8K Buy
198
+146
+281% +$15.3K 0.01% 726
2016
Q4 		$5.24K Sell
52
-10
-16% -$1.07K ﹤0.01% 1024
2016
Q3 		$6.83K Hold
62
– – ﹤0.01% 993
2016
Q2 		$6.89K Buy
62
+1
+2% +$111 ﹤0.01% 967
2016
Q1 		$6.73K Sell
61
-3
-5% -$327 ﹤0.01% 962
2015
Q4 		$6.55K Sell
64
-22
-26% -$2.35K ﹤0.01% 999
2015
Q3 		$9.17K Buy
86
+20
+30% +$2.12K ﹤0.01% 906
2015
Q2 		$6.72K Buy
66
+20
+43% +$2.13K ﹤0.01% 1020
2015
Q1 		$4.88K Sell
46
-1,322
-97% -$143K ﹤0.01% 1035
2014
Q4 		$145K Sell
1,368
-882
-39% -$93K 0.04% 342
2014
Q3 		$233K Buy
2,250
+2,205
+4,900% +$229K 0.07% 282
2014
Q2 		$4.66K Hold
45
– – ﹤0.01% 1046
2014
Q1 		$4.58K Sell
45
-2,241
-98% -$228K ﹤0.01% 1040
2013
Q4 		$227K Buy
+2,286
New +$232K 0.08% 266

Other funds holding IEF

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Winslow Evans & Crocker's IEF Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020: 112 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IEF as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in IEF in Q4 2013 and has held it in 16 quarters since. The position peaked at $233K in Q3 2014. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Winslow Evans & Crocker held 112 shares of iShares 7-10 Year Treasury Bond ETF worth $13K as of Q4 2020.
  • iShares 7-10 Year Treasury Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #896 holding.
  • Winslow Evans & Crocker first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and has held it in 16 quarters since.
  • Winslow Evans & Crocker's iShares 7-10 Year Treasury Bond ETF position peaked at $233K in Q3 2014.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.