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Avalon Investment & Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Avalon Investment & Advisory’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
2015
Q4 		– Sell
-57,439
Closed -$6.2M – 264
2015
Q3 		$6.2M Buy
+57,439
New +$6.1M 0.27% 110

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $570B AUM 27.57% 1-Year Est. Return

Avalon Investment & Advisory's IEF Position: Q4 2015 in Review

Avalon Investment & Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2015, closing a stake of 57,439 shares — an estimated $6.2M sold.

Avalon Investment & Advisory first reported a position in IEF in Q3 2015 and held it in 1 quarter. The position peaked at $6.2M in Q3 2015. 307 funds tracked by Wall St. Rank hold IEF as of Q4 2015.

  • Avalon Investment & Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Avalon Investment & Advisory sold 57,439 iShares 7-10 Year Treasury Bond ETF shares in Q4 2015, an estimated $6.2M.
  • Avalon Investment & Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
  • Avalon Investment & Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $6.2M in Q3 2015.
  • 307 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2015.

Based on Avalon Investment & Advisory's 13F filing for Q4 2015, filed 16 Feb 2016.