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

Convergent 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
2015 Q3	$22.6M	Sell	209,229 -47,865	-19%	-$5.08M	5.11%	6
2015 Q2	$27M	Sell	257,094 -77,996	-23%	-$8.31M	6.24%	4
2015 Q1	$36.3M	Sell	335,090 -133,555	-28%	-$14.4M	5.45%	7
2014 Q4	$49.7M	Sell	468,645 -38,792	-8%	-$4.09M	6.16%	4
2014 Q3	$52.6M	Buy	507,437 +54,781	+12%	+$5.68M	7.22%	4
2014 Q2	$46.9M	Buy	452,656 +441,894	+4,106%	+$45.4M	6.72%	4
2014 Q1	$1.09M	Buy	+10,762	New	+$1.09M	0.17%	20

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergent Wealth Advisors's IEF Position: Q3 2015 in Review

Convergent Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 19% in Q3 2015, selling an estimated $5.08M and leaving 209,229 shares worth $22.6M. The position accounts for 5.11% of the portfolio, ranked #6.

Convergent Wealth Advisors first reported a position in IEF in Q1 2014 and has held it in 7 quarters since. The position peaked at $52.6M in Q3 2014. 278 funds tracked by Wall St. Rank hold IEF as of Q3 2015.

Convergent Wealth Advisors held 209,229 shares of iShares 7-10 Year Treasury Bond ETF worth $22.6M as of Q3 2015.
Convergent Wealth Advisors sold 47,865 iShares 7-10 Year Treasury Bond ETF shares in Q3 2015, an estimated $5.08M.
iShares 7-10 Year Treasury Bond ETF made up 5.11% of Convergent Wealth Advisors's portfolio in Q3 2015, its #6 holding.
Convergent Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and has held it in 7 quarters since.
Convergent Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $52.6M in Q3 2014.
278 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.