Archford Capital Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-17	Closed	-$2K	–	360
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	521
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	489
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	462
2018 Q3	$2K	Hold	17	–	–	﹤0.01%	493
2018 Q2	$2K	Hold	17	–	–	﹤0.01%	582
2018 Q1	$2K	Buy	+17	New	+$1.75K	﹤0.01%	520
2017 Q2	–	Sell	-17	Closed	-$2K	–	385
2017 Q1	$2K	Sell	17 -212	-93%	-$22.3K	﹤0.01%	597
2016 Q4	$24K	Hold	229	–	–	0.01%	308
2016 Q3	$25K	Hold	229	–	–	0.01%	311
2016 Q2	$26K	Buy	+229	New	+$25.3K	0.01%	310
2016 Q1	–	Sell	-229	Closed	-$25K	–	367
2015 Q4	$25K	Hold	229	–	–	0.01%	346
2015 Q3	$25K	Hold	229	–	–	0.02%	251
2015 Q2	$24K	Hold	229	–	–	0.02%	257
2015 Q1	$24.8K	Sell	229 -44	-16%	-$4.75K	0.02%	268
2014 Q4	$29K	Hold	273	–	–	0.02%	255
2014 Q3	$28K	Sell	273 -169	-38%	-$17.5K	0.02%	257
2014 Q2	$45.8K	Buy	442 +160	+57%	+$16.4K	0.04%	222
2014 Q1	$28.7K	Buy	+282	New	+$28.6K	0.02%	280

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

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

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

Archford Capital Strategies's IEF Position: Q3 2019 in Review

Archford Capital Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2019, closing a stake of 17 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in IEF in Q1 2014 and held it in 18 quarters. The position peaked at $45.8K in Q2 2014. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

Archford Capital Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 17 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $2K.
Archford Capital Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $45.8K in Q2 2014.
519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.