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

Caprock 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
2016
Q4 		– Sell
-2,333
Closed -$261K – 362
2016
Q3 		$261K Hold
2,333
– – 0.06% 277
2016
Q2 		$264K Buy
+2,333
New +$258K 0.06% 229

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caprock Group's IEF Position: Q4 2016 in Review

Caprock Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2016, closing a stake of 2,333 shares — an estimated $261K sold.

Caprock Group first reported a position in IEF in Q2 2016 and held it in 2 quarters. The position peaked at $264K in Q2 2016. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

  • Caprock Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Caprock Group sold 2,333 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $261K.
  • Caprock Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 2 quarters.
  • Caprock Group's iShares 7-10 Year Treasury Bond ETF position peaked at $264K in Q2 2016.
  • 356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Caprock Group's 13F filing for Q4 2016, filed 24 Jan 2017.