Baird’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Baird’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 Q1	$3.25M	Buy	29,945 +4,292	+17%	+$463K	0.03%	430
2014 Q4	$2.72M	Buy	25,653 +12,732	+99%	+$1.34M	0.03%	471
2014 Q3	$1.34M	Sell	12,921 -29,909	-70%	-$3.1M	0.02%	567
2014 Q2	$4.44M	Sell	42,830 -1,005	-2%	-$103K	0.06%	275
2014 Q1	$4.46M	Sell	43,835 -1,169	-3%	-$119K	0.06%	286
2013 Q4	$4.47M	Sell	45,004 -5,566	-11%	-$565K	0.08%	280
2013 Q3	$5.16M	Sell	50,570 -5,035	-9%	-$509K	0.1%	246
2013 Q2	$5.7M	Buy	+55,605	New	+$5.92M	0.11%	222

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

MIH

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Baird's IEF Position: Q1 2015 in Review

Baird increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q1 2015, buying an estimated $463K and bringing the position to 29,945 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #430.

Baird first reported a position in IEF in Q2 2013 and has held it in 8 quarters since. The position peaked at $5.7M in Q2 2013. 256 funds tracked by Wall St. Rank hold IEF as of Q1 2015.

Baird held 29,945 shares of iShares 7-10 Year Treasury Bond ETF worth $3.25M as of Q1 2015.
Baird bought 4,292 iShares 7-10 Year Treasury Bond ETF shares in Q1 2015, an estimated $463K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Baird's portfolio in Q1 2015, its #430 holding.
Baird first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 8 quarters since.
Baird's iShares 7-10 Year Treasury Bond ETF position peaked at $5.7M in Q2 2013.
256 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.