Advantage Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advantage Investment Management’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 Q1	–	Sell	-3,562	Closed	-$371K	–	961
2018 Q4	$371K	Buy	3,562 +3,316	+1,348%	+$336K	0.28%	65
2018 Q3	$25K	Sell	246 -3	-1%	-$306	0.02%	528
2018 Q2	$26K	Hold	249	–	–	0.02%	489
2018 Q1	$26K	Sell	249 -383	-61%	-$39.4K	0.01%	507
2017 Q4	$67K	Sell	632 -133	-17%	-$14.1K	0.02%	349
2017 Q3	$81K	Buy	765 +18	+2%	+$1.93K	0.03%	305
2017 Q2	$80K	Sell	747 -221	-23%	-$23.6K	0.03%	273
2017 Q1	$102K	Buy	968 +97	+11%	+$10.2K	0.04%	222
2016 Q4	$91K	Sell	871 -43,124	-98%	-$4.63M	0.03%	236
2016 Q3	$4.92M	Buy	43,995 +34,878	+383%	+$3.91M	1.8%	15
2016 Q2	$1.03M	Sell	9,117 -62,268	-87%	-$6.89M	0.48%	48
2016 Q1	$7.88M	Buy	71,385 +60,309	+545%	+$6.58M	3.38%	3
2015 Q4	$1.17M	Buy	+11,076	New	+$1.18M	0.61%	50
2015 Q3	–	Sell	-12,265	Closed	-$1.29M	–	858
2015 Q2	$1.29M	Sell	12,265 -11,457	-48%	-$1.22M	0.63%	43
2015 Q1	$2.57M	Sell	23,722 -3,369	-12%	-$364K	1.46%	14
2014 Q4	$2.87M	Buy	+27,091	New	+$2.86M	2.14%	9

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

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

Goldman Sachs New York $871B AUM 31.28% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

USAA

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

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

Advantage Investment Management's IEF Position: Q1 2019 in Review

Advantage Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 3,562 shares — an estimated $371K sold.

Advantage Investment Management first reported a position in IEF in Q4 2014 and held it in 16 quarters. The position peaked at $7.88M in Q1 2016. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

Advantage Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Advantage Investment Management sold 3,562 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $371K.
Advantage Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 16 quarters.
Advantage Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7.88M in Q1 2016.
448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.