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Aft Forsyth & Sober’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Aft Forsyth & Sober’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 		– Sell
-155
Closed -$16K – 46
2013
Q2 		$16K Buy
+155
New +$16.5K ﹤0.01% 39

Other funds holding IEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
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

Aft Forsyth & Sober's IEF Position: Q3 2013 in Review

Aft Forsyth & Sober sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2013, closing a stake of 155 shares — an estimated $16K sold.

Aft Forsyth & Sober first reported a position in IEF in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 184 funds tracked by Wall St. Rank hold IEF as of Q3 2013.

  • Aft Forsyth & Sober reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Aft Forsyth & Sober sold 155 iShares 7-10 Year Treasury Bond ETF shares in Q3 2013, an estimated $16K.
  • Aft Forsyth & Sober first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Aft Forsyth & Sober's iShares 7-10 Year Treasury Bond ETF position peaked at $16K in Q2 2013.
  • 184 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2013.

Based on Aft Forsyth & Sober's 13F filing for Q3 2013, filed 8 Nov 2013.