Analyst IMS Investment Management Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Analyst IMS Investment Management Services’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 Q4	–	Sell	-356	Closed	-$36	–	129
2018 Q3	$36	Buy	+356	New	+$36.3K	0.01%	136
2015 Q4	–	Sell	-2,298	Closed	-$248K	–	102
2015 Q3	$248K	Sell	2,298 -1,341	-37%	-$142K	0.1%	88
2015 Q2	$382K	Sell	3,639 -491	-12%	-$52.3K	0.15%	84
2015 Q1	$448K	Buy	+4,130	New	+$446K	0.17%	83

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WCM

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Analyst IMS Investment Management Services's IEF Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2018, closing a stake of 356 shares — an estimated $36 sold.

Analyst IMS Investment Management Services first reported a position in IEF in Q1 2015 and held it in 4 quarters. The position peaked at $448K in Q1 2015. 435 funds tracked by Wall St. Rank hold IEF as of Q4 2018.

Analyst IMS Investment Management Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Analyst IMS Investment Management Services sold 356 iShares 7-10 Year Treasury Bond ETF shares in Q4 2018, an estimated $36.
Analyst IMS Investment Management Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and held it in 4 quarters.
Analyst IMS Investment Management Services's iShares 7-10 Year Treasury Bond ETF position peaked at $448K in Q1 2015.
435 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.