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Avantax Planning Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-802
Closed -$83K – 798
2018
Q1 		$83K Buy
+802
New +$82.6K 0.01% 438

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's IEF Position: Q2 2018 in Review

Avantax Planning Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2018, closing a stake of 802 shares — an estimated $83K sold.

Avantax Planning Partners first reported a position in IEF in Q1 2018 and held it in 1 quarter. The position peaked at $83K in Q1 2018. 387 funds tracked by Wall St. Rank hold IEF as of Q2 2018.

  • Avantax Planning Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 802 iShares 7-10 Year Treasury Bond ETF shares in Q2 2018, an estimated $83K.
  • Avantax Planning Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $83K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.