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

Alpha Omega Wealth Management’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 Q1	–	Sell	-66	Closed	-$2K	–	489
2017 Q4	$2K	Hold	66	–	–	﹤0.01%	436
2017 Q3	$2K	Hold	66	–	–	﹤0.01%	439
2017 Q2	$2K	Sell	66 -57	-46%	-$6.09K	﹤0.01%	424
2017 Q1	$7K	Buy	123 +57	+86%	+$5.99K	﹤0.01%	376
2016 Q4	$2K	Buy	+66	New	+$7.09K	﹤0.01%	423

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alpha Omega Wealth Management's IEF Position: Q1 2018 in Review

Alpha Omega Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 66 shares — an estimated $2K sold.

Alpha Omega Wealth Management first reported a position in IEF in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

Alpha Omega Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
Alpha Omega Wealth Management sold 66 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $2K.
Alpha Omega Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 5 quarters.
Alpha Omega Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7K in Q1 2017.
396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on Alpha Omega Wealth Management's 13F filing for Q1 2018, filed 1 May 2018.