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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Crosspoint Capital Strategies's IEF Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2016, closing a stake of 1,329 shares — an estimated $141K sold.

Crosspoint Capital Strategies first reported a position in IEF in Q4 2013 and held it in 7 quarters. The position peaked at $141K in Q4 2015. 344 funds tracked by Wall St. Rank hold IEF as of Q1 2016.

Crosspoint Capital Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 1,329 iShares 7-10 Year Treasury Bond ETF shares in Q1 2016, an estimated $141K.
Crosspoint Capital Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 7 quarters.
Crosspoint Capital Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $141K in Q4 2015.
344 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.