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

Cobiz Wealth’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	-2,150	Closed	-$241K	–	138
2016 Q3	$241K	Sell	2,150 -218	-9%	-$24.4K	0.06%	125
2016 Q2	$267K	Sell	2,368 -229	-9%	-$25.3K	0.07%	122
2016 Q1	$287K	Hold	2,597	–	–	0.07%	121
2015 Q4	$274K	Buy	+2,597	New	+$277K	0.06%	129
2015 Q3	–	Sell	-2,387	Closed	-$251K	–	142
2015 Q2	$251K	Buy	2,387 +366	+18%	+$39K	0.06%	128
2015 Q1	$219K	Buy	+2,021	New	+$218K	0.05%	123
2013 Q3	–	Sell	-603	Closed	-$62K	–	225
2013 Q2	$62K	Buy	+603	New	+$64.2K	0.02%	166

Other funds holding IEF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Cobiz Wealth's IEF Position: Q4 2016 in Review

Cobiz Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2016, closing a stake of 2,150 shares — an estimated $241K sold.

Cobiz Wealth first reported a position in IEF in Q2 2013 and held it in 7 quarters. The position peaked at $287K in Q1 2016. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

Cobiz Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Cobiz Wealth sold 2,150 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $241K.
Cobiz Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 7 quarters.
Cobiz Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $287K in Q1 2016.
356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Cobiz Wealth's 13F filing for Q4 2016, filed 3 Feb 2017.