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Annex Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Annex Advisory 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
2014
Q3 		– Sell
-3,409
Closed -$353K – 90
2014
Q2 		$353K Buy
+3,409
New +$350K 0.12% 55

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WCM
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USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Annex Advisory Services's IEF Position: Q3 2014 in Review

Annex Advisory Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2014, closing a stake of 3,409 shares — an estimated $353K sold.

Annex Advisory Services first reported a position in IEF in Q2 2014 and held it in 1 quarter. The position peaked at $353K in Q2 2014. 205 funds tracked by Wall St. Rank hold IEF as of Q3 2014.

  • Annex Advisory Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Annex Advisory Services sold 3,409 iShares 7-10 Year Treasury Bond ETF shares in Q3 2014, an estimated $353K.
  • Annex Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and held it in 1 quarter.
  • Annex Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $353K in Q2 2014.
  • 205 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2014.

Based on Annex Advisory Services's 13F filing for Q3 2014, filed 13 Nov 2014.