Advisor Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advisor Group’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 Q4	$25.2M	Sell	228,781 -44,244	-16%	-$4.93M	0.17%	106
2019 Q3	$30.7M	Sell	273,025 -772,067	-74%	-$86.1M	0.23%	84
2019 Q2	$115M	Buy	1,045,092 +472,109	+82%	+$50.6M	0.88%	19
2019 Q1	$61.1M	Buy	572,983 +258,520	+82%	+$27M	0.5%	31
2018 Q4	$32.8M	Buy	314,463 +216,425	+221%	+$21.9M	0.32%	56
2018 Q3	$9.92M	Sell	98,038 -55,230	-36%	-$5.63M	0.1%	183
2018 Q2	$15.7M	Sell	153,268 -13,582	-8%	-$1.38M	0.22%	90
2018 Q1	$17.2M	Sell	166,850 -195,304	-54%	-$20.1M	0.24%	82
2017 Q4	$38.2M	Buy	362,154 +115,670	+47%	+$12.3M	0.51%	39
2017 Q3	$26.3M	Buy	246,484 +34,837	+16%	+$3.73M	0.41%	42
2017 Q2	$22.6M	Buy	211,647 +24,981	+13%	+$2.67M	0.4%	44
2017 Q1	$19.7M	Buy	186,666 +56,499	+43%	+$5.93M	0.4%	36
2016 Q4	$13.6M	Buy	130,167 +16,278	+14%	+$1.75M	0.31%	62
2016 Q3	$12.7M	Buy	113,889 +24,485	+27%	+$2.74M	0.31%	66
2016 Q2	$10.1M	Buy	+89,404	New	+$9.89M	0.27%	82

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

WCM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisor Group's IEF Position: Q4 2019 in Review

Advisor Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q4 2019, selling an estimated $4.93M and leaving 228,781 shares worth $25.2M. The position accounts for 0.17% of the portfolio, ranked #106.

Advisor Group first reported a position in IEF in Q2 2016 and has held it in 15 quarters since. The position peaked at $115M in Q2 2019. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

Advisor Group held 228,781 shares of iShares 7-10 Year Treasury Bond ETF worth $25.2M as of Q4 2019.
Advisor Group sold 44,244 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $4.93M.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of Advisor Group's portfolio in Q4 2019, its #106 holding.
Advisor Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares 7-10 Year Treasury Bond ETF position peaked at $115M in Q2 2019.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.