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

Burt Wealth 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
2016
Q2 		– Sell
-103
Closed -$11K – 488
2016
Q1 		$11K Buy
+103
New +$11.2K 0.01% 311

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burt Wealth Advisors's IEF Position: Q2 2016 in Review

Burt Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2016, closing a stake of 103 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in IEF in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

  • Burt Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 103 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $11K.
  • Burt Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $11K in Q1 2016.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.