AFAM Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AFAM Capital’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
2018 Q2	–	Sell	-5,643	Closed	-$582K	–	198
2018 Q1	$582K	Buy	5,643 +642	+13%	+$66.1K	0.06%	174
2017 Q4	$528K	Sell	5,001 -12,492	-71%	-$1.32M	0.06%	176
2017 Q3	$1.86M	Sell	17,493 -18,003	-51%	-$1.93M	0.23%	142
2017 Q2	$3.78M	Buy	35,496 +12,783	+56%	+$1.37M	0.48%	96
2017 Q1	$2.4M	Buy	+22,713	New	+$2.39M	0.33%	113
2016 Q4	–	Sell	-12,803	Closed	-$1.43M	–	186
2016 Q3	$1.43M	Buy	+12,803	New	+$1.43M	0.23%	133

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFAM Capital's IEF Position: Q2 2018 in Review

AFAM Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2018, closing a stake of 5,643 shares — an estimated $582K sold.

AFAM Capital first reported a position in IEF in Q3 2016 and held it in 6 quarters. The position peaked at $3.78M in Q2 2017. 387 funds tracked by Wall St. Rank hold IEF as of Q2 2018.

AFAM Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
AFAM Capital sold 5,643 iShares 7-10 Year Treasury Bond ETF shares in Q2 2018, an estimated $582K.
AFAM Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 6 quarters.
AFAM Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $3.78M in Q2 2017.
387 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2018.

Based on AFAM Capital's 13F filing for Q2 2018, filed 14 Aug 2018.