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

Concert Wealth 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
2017 Q3	–	Sell	-5,123	Closed	-$548K	–	75
2017 Q2	$548K	Buy	+5,123	New	+$547K	0.53%	58
2016 Q4	–	Sell	-19,971	Closed	-$2.23M	–	685
2016 Q3	$2.23M	Buy	19,971 +1,881	+10%	+$211K	0.27%	87
2016 Q2	$2.05M	Sell	18,090 -1,362	-7%	-$151K	0.28%	87
2016 Q1	$2.15M	Buy	19,452 +14,137	+266%	+$1.54M	0.29%	81
2015 Q4	$562K	Sell	5,315 -13,214	-71%	-$1.41M	0.08%	328
2015 Q3	$2M	Buy	+18,529	New	+$1.97M	0.27%	85

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concert Wealth Management's IEF Position: Q3 2017 in Review

Concert Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2017, closing a stake of 5,123 shares — an estimated $548K sold.

Concert Wealth Management first reported a position in IEF in Q3 2015 and held it in 6 quarters. The position peaked at $2.23M in Q3 2016. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

Concert Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 5,123 iShares 7-10 Year Treasury Bond ETF shares in Q3 2017, an estimated $548K.
Concert Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 6 quarters.
Concert Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.23M in Q3 2016.
363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.