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Advocacy Wealth Management Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advocacy Wealth Management 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
2013
Q3 		$20K Hold
200
– – 0.05% 184
2013
Q2 		$20K Buy
+200
New +$21.3K 0.08% 143

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WCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Advocacy Wealth Management Services's IEF Position: Q3 2013 in Review

Advocacy Wealth Management Services held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2013 at 200 shares worth $20K. The position accounts for 0.05% of the portfolio, ranked #184.

Advocacy Wealth Management Services first reported a position in IEF in Q2 2013 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold IEF as of Q3 2013.

  • Advocacy Wealth Management Services held 200 shares of iShares 7-10 Year Treasury Bond ETF worth $20K as of Q3 2013.
  • Advocacy Wealth Management Services left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2013.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #184 holding.
  • Advocacy Wealth Management Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.