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ARS Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

ARS Wealth 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
2017
Q3 		– Sell
-2,559
Closed -$273K – 123
2017
Q2 		$273K Sell
2,559
-1,398
-35% -$149K 0.11% 92
2017
Q1 		$418K Sell
3,957
-13,166
-77% -$1.38M 0.18% 69
2016
Q4 		$1.79M Sell
17,123
-29,556
-63% -$3.17M 0.81% 21
2016
Q3 		$5.22M Sell
46,679
-60,608
-56% -$6.79M 2.21% 9
2016
Q2 		$12.1M Buy
107,287
+716
+0.7% +$79.2K 5.15% 6
2016
Q1 		$11.8M Buy
+106,571
New +$11.6M 5.52% 7

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return