Barrington Strategic Wealth Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Barrington Strategic Wealth Management Group’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	$8.86M	Buy	83,193 +1,946	+2%	+$209K	4.47%	3
2017 Q2	$8.66M	Sell	81,247 -2,757	-3%	-$294K	4.4%	3
2017 Q1	$8.87M	Buy	84,004 +8,245	+11%	+$866K	4.62%	4
2016 Q4	$7.94M	Buy	75,759 +12,632	+20%	+$1.36M	4.26%	4
2016 Q3	$7.06M	Buy	63,127 +45,815	+265%	+$5.13M	3.98%	4
2016 Q2	$1.96M	Buy	17,312 +6,080	+54%	+$672K	1.12%	20
2016 Q1	$1.24M	Buy	11,232 +2,830	+34%	+$309K	0.72%	39
2015 Q4	$887K	Buy	8,402 +2,835	+51%	+$302K	0.52%	54
2015 Q3	$601K	Buy	5,567 +100	+2%	+$10.6K	0.38%	70
2015 Q2	$574K	Buy	5,467 +547	+11%	+$58.3K	0.35%	76
2015 Q1	$533K	Buy	4,920 +155	+3%	+$16.7K	0.33%	77
2014 Q4	$505K	Buy	+4,765	New	+$503K	0.32%	75
2013 Q3	–	Sell	-7,385	Closed	-$757K	–	93
2013 Q2	$757K	Buy	+7,385	New	+$787K	0.62%	54

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

Barrington Strategic Wealth Management Group's IEF Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.4% in Q3 2017, buying an estimated $209K and bringing the position to 83,193 shares worth $8.86M. The position accounts for 4.47% of the portfolio, ranked #3.

Barrington Strategic Wealth Management Group first reported a position in IEF in Q2 2013 and has held it in 13 quarters since. The position peaked at $8.87M in Q1 2017. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

Barrington Strategic Wealth Management Group held 83,193 shares of iShares 7-10 Year Treasury Bond ETF worth $8.86M as of Q3 2017.
Barrington Strategic Wealth Management Group bought 1,946 iShares 7-10 Year Treasury Bond ETF shares in Q3 2017, an estimated $209K.
iShares 7-10 Year Treasury Bond ETF made up 4.47% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #3 holding.
Barrington Strategic Wealth Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 13 quarters since.
Barrington Strategic Wealth Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $8.87M in Q1 2017.
363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.