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

Boston Advisors’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
Q4 		– Sell
-3,540
Closed -$377K – 649
2017
Q3 		$377K Hold
3,540
– – 0.01% 541
2017
Q2 		$377K Hold
3,540
– – 0.01% 539
2017
Q1 		$374K Sell
3,540
-1,000
-22% -$105K 0.01% 524
2016
Q4 		$476K Sell
4,540
-1,420
-24% -$153K 0.01% 487
2016
Q3 		$667K Buy
5,960
+1,200
+25% +$134K 0.02% 443
2016
Q2 		$538K Buy
4,760
+1,300
+38% +$144K 0.01% 458
2016
Q1 		$382K Sell
3,460
-2,040
-37% -$222K 0.01% 526
2015
Q4 		$581K Hold
5,500
– – 0.01% 430
2015
Q3 		$593K Hold
5,500
– – 0.02% 483
2015
Q2 		$578K Sell
5,500
-1,250
-19% -$133K 0.02% 437
2015
Q1 		$732K Hold
6,750
– – 0.03% 351
2014
Q4 		$715K Hold
6,750
– – 0.03% 302
2014
Q3 		$699K Hold
6,750
– – 0.03% 310
2014
Q2 		$699K Hold
6,750
– – 0.03% 320
2014
Q1 		$687K Hold
6,750
– – 0.03% 304
2013
Q4 		$670K Sell
6,750
-36,403
-84% -$3.69M 0.03% 306
2013
Q3 		$4.41M Sell
43,153
-1,700
-4% -$172K 0.23% 117
2013
Q2 		$4.6M Buy
+44,853
New +$4.78M 0.22% 108

Other funds holding IEF

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Boston Advisors's IEF Position: Q4 2017 in Review

Boston Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2017, closing a stake of 3,540 shares — an estimated $377K sold.

Boston Advisors first reported a position in IEF in Q2 2013 and held it in 18 quarters. The position peaked at $4.6M in Q2 2013. 409 funds tracked by Wall St. Rank hold IEF as of Q4 2017.

  • Boston Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Boston Advisors sold 3,540 iShares 7-10 Year Treasury Bond ETF shares in Q4 2017, an estimated $377K.
  • Boston Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 18 quarters.
  • Boston Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $4.6M in Q2 2013.
  • 409 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2017.

Based on Boston Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.