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

Capstone 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
2014
Q1 		– Sell
-2,232
Closed -$222K – 1786
2013
Q4 		$222K Buy
+2,232
New +$226K 0.01% 1721

Other funds holding IEF

WIM
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Wells Fargo
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
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Capstone Asset Management's IEF Position: Q1 2014 in Review

Capstone Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2014, closing a stake of 2,232 shares — an estimated $222K sold.

Capstone Asset Management first reported a position in IEF in Q4 2013 and held it in 1 quarter. The position peaked at $222K in Q4 2013. 192 funds tracked by Wall St. Rank hold IEF as of Q1 2014.

  • Capstone Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Capstone Asset Management sold 2,232 iShares 7-10 Year Treasury Bond ETF shares in Q1 2014, an estimated $222K.
  • Capstone Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
  • Capstone Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $222K in Q4 2013.
  • 192 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2014.

Based on Capstone Asset Management's 13F filing for Q1 2014, filed 22 Apr 2014.