Barrett Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Barrett Asset Management’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 Q3	–	Sell	-106	Closed	-$11K	–	381
2018 Q2	$11K	Hold	106	–	–	﹤0.01%	332
2018 Q1	$11K	Hold	106	–	–	﹤0.01%	337
2017 Q4	$11K	Hold	106	–	–	﹤0.01%	341
2017 Q3	$11K	Hold	106	–	–	﹤0.01%	323
2017 Q2	$11K	Hold	106	–	–	﹤0.01%	328
2017 Q1	$11K	Hold	106	–	–	﹤0.01%	316
2016 Q4	$11K	Hold	106	–	–	﹤0.01%	319
2016 Q3	$12K	Hold	106	–	–	﹤0.01%	285
2016 Q2	$12K	Hold	106	–	–	﹤0.01%	287
2016 Q1	$12K	Buy	+106	New	+$11.6K	﹤0.01%	310

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Barrett Asset Management's IEF Position: Q3 2018 in Review

Barrett Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2018, closing a stake of 106 shares — an estimated $11K sold.

Barrett Asset Management first reported a position in IEF in Q1 2016 and held it in 10 quarters. The position peaked at $12K in Q3 2016. 378 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

Barrett Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Barrett Asset Management sold 106 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $11K.
Barrett Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 10 quarters.
Barrett Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $12K in Q3 2016.
378 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on Barrett Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.