A&I Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

A&I Financial Services’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
2019 Q3	$5.38M	Buy	+47,873	New	+$5.34M	8.06%	2

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

A&I Financial Services's IEF Position: Q3 2019 in Review

A&I Financial Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2019: 47,873 shares worth $5.38M. The stake represents 8.06% of the portfolio and ranks #2 among its holdings.

519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

A&I Financial Services held 47,873 shares of iShares 7-10 Year Treasury Bond ETF worth $5.38M as of Q3 2019.
iShares 7-10 Year Treasury Bond ETF was a new A&I Financial Services position in Q3 2019.
iShares 7-10 Year Treasury Bond ETF made up 8.06% of A&I Financial Services's portfolio in Q3 2019, its #2 holding.
519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on A&I Financial Services's 13F filing for Q3 2019, filed 9 Oct 2019.