Accuvest Global Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Accuvest Global Advisors’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
2015 Q4	–	Sell	-120,025	Closed	-$12.9M	–	70
2015 Q3	$12.9M	Buy	+120,025	New	+$12.7M	5.91%	5
2014 Q4	–	Sell	-28,825	Closed	-$2.99M	–	99
2014 Q3	$2.99M	Buy	28,825 +10,180	+55%	+$1.06M	0.98%	26
2014 Q2	$1.93M	Sell	18,645 -4,285	-19%	-$440K	0.59%	32
2014 Q1	$2.33M	Buy	22,930 +9,050	+65%	+$919K	0.61%	34
2013 Q4	$1.38M	Sell	13,880 -41,180	-75%	-$4.18M	0.31%	38
2013 Q3	$5.62M	Sell	55,060 -43,650	-44%	-$4.41M	1.42%	18
2013 Q2	$10.1M	Buy	+98,710	New	+$10.5M	2.23%	14

Other funds holding IEF

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Bank of America

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

Envestnet Asset Management

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

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return