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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

MIH

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ARS Wealth Advisors's IEF Position: Q3 2017 in Review

ARS Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2017, closing a stake of 2,559 shares — an estimated $273K sold.

ARS Wealth Advisors first reported a position in IEF in Q1 2016 and held it in 6 quarters. The position peaked at $12.1M in Q2 2016. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

ARS Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
ARS Wealth Advisors sold 2,559 iShares 7-10 Year Treasury Bond ETF shares in Q3 2017, an estimated $273K.
ARS Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 6 quarters.
ARS Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $12.1M in Q2 2016.
363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on ARS Wealth Advisors's 13F filing for Q3 2017, filed 11 Jun 2021.