Crosspoint Capital Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Crosspoint Capital Strategies’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 Q1	–	Sell	-1,329	Closed	-$141K	–	442
2015 Q4	$141K	Buy	1,329 +734	+123%	+$78.2K	0.04%	271
2015 Q3	$64K	Buy	+595	New	+$63.2K	0.07%	229
2015 Q1	–	Sell	-32	Closed	-$3K	–	614
2014 Q4	$3K	Hold	32	–	–	﹤0.01%	661
2014 Q3	$3K	Hold	32	–	–	﹤0.01%	442
2014 Q2	$3K	Sell	32 -90	-74%	-$9.24K	﹤0.01%	465
2014 Q1	$12K	Hold	122	–	–	﹤0.01%	449
2013 Q4	$12K	Buy	+122	New	+$12.4K	﹤0.01%	406

Other funds holding IEF

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return