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

Allegis 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
Q4 		– Sell
-11,055
Closed -$1.24M – 252
2016
Q3 		$1.24M Buy
+11,055
New +$1.24M 0.48% 79
2016
Q1 		– Sell
-2,323
Closed -$245K – 518
2015
Q4 		$245K Buy
+2,323
New +$248K 0.14% 150

Other funds holding IEF

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's IEF Position: Q4 2016 in Review

Allegis Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2016, closing a stake of 11,055 shares — an estimated $1.24M sold.

Allegis Investment Advisors first reported a position in IEF in Q4 2015 and held it in 2 quarters. The position peaked at $1.24M in Q3 2016. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

  • Allegis Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 11,055 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $1.24M.
  • Allegis Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.24M in Q3 2016.
  • 356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Allegis Investment Advisors's 13F filing for Q4 2016, filed 18 Jan 2017.