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

WIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

WCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accuvest Global Advisors's IEF Position: Q4 2015 in Review

Accuvest Global Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2015, closing a stake of 120,025 shares — an estimated $12.9M sold.

Accuvest Global Advisors first reported a position in IEF in Q2 2013 and held it in 7 quarters. The position peaked at $12.9M in Q3 2015. 307 funds tracked by Wall St. Rank hold IEF as of Q4 2015.

Accuvest Global Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
Accuvest Global Advisors sold 120,025 iShares 7-10 Year Treasury Bond ETF shares in Q4 2015, an estimated $12.9M.
Accuvest Global Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 7 quarters.
Accuvest Global Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $12.9M in Q3 2015.
307 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2015.

Based on Accuvest Global Advisors's 13F filing for Q4 2015, filed 28 Jan 2016.