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Alerus Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Alerus Investment Advisors’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
2016
Q1 		$7.02M Sell
63,623
-18,935
-23% -$2.07M 1.22% 20
2015
Q4 		$8.72M Sell
82,558
-76,915
-48% -$8.2M 1.45% 16
2015
Q3 		$17.2M Buy
+159,473
New +$16.9M 3.05% 4

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Alerus Investment Advisors's IEF Position: Q1 2016 in Review

Alerus Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 23% in Q1 2016, selling an estimated $2.07M and leaving 63,623 shares worth $7.02M. The position accounts for 1.22% of the portfolio, ranked #20.

Alerus Investment Advisors first reported a position in IEF in Q3 2015 and has held it in 3 quarters since. The position peaked at $17.2M in Q3 2015. 344 funds tracked by Wall St. Rank hold IEF as of Q1 2016.

  • Alerus Investment Advisors held 63,623 shares of iShares 7-10 Year Treasury Bond ETF worth $7.02M as of Q1 2016.
  • Alerus Investment Advisors sold 18,935 iShares 7-10 Year Treasury Bond ETF shares in Q1 2016, an estimated $2.07M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.22% of Alerus Investment Advisors's portfolio in Q1 2016, its #20 holding.
  • Alerus Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 3 quarters since.
  • Alerus Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $17.2M in Q3 2015.
  • 344 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.