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Disclosery

Boltwood Capital Management: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on IEF, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 31,290 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,290 shares
    Change vs previous 13F +922 shares

    0.63% of the 13F portfolio, value $2,794,510.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,368 shares
    Change vs previous 13F +318 shares

    0.66% of the 13F portfolio, value $2,871,902.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 30,050 shares
    Change vs previous 13F +1,150 shares

    0.73% of the 13F portfolio, value $2,867,972.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 28,900 shares
    Change vs previous 13F +402 shares

    0.72% of the 13F portfolio, value $2,779,024.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 28,498 shares
    Change vs previous 13F -1,204 shares

    0.73% of the 13F portfolio, value $2,748,917.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 29,702 shares
    Change vs previous 13F -1,265 shares

    0.81% of the 13F portfolio, value $2,844,561.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 30,967 shares
    Change vs previous 13F -4,177 shares

    0.9% of the 13F portfolio, value $2,953,323.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 35,144 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,249,063.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).