CT Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CT Financial 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
2017 Q1	$106K	Sell	1,003 -61	-6%	-$6.41K	0.07%	197
2016 Q4	$112K	Sell	1,064 -90	-8%	-$9.67K	0.07%	190
2016 Q3	$129K	Buy	1,154 +2	+0.2%	+$224	0.08%	179
2016 Q2	$130K	Sell	1,152 -5,366	-82%	-$593K	0.08%	181
2016 Q1	$719K	Buy	6,518 +15	+0.2%	+$1.64K	0.41%	60
2015 Q4	$687K	Buy	6,503 +331	+5%	+$35.3K	0.39%	64
2015 Q3	$666K	Buy	6,172 +98	+2%	+$10.4K	0.42%	64
2015 Q2	$638K	Sell	6,074 -58	-0.9%	-$6.18K	0.36%	75
2015 Q1	$665K	Buy	6,132 +16	+0.3%	+$1.73K	0.37%	70
2014 Q4	$648K	Buy	+6,116	New	+$645K	0.49%	53
2014 Q1	$665K	Buy	+6,132	New	+$623K	0.37%	70

Other funds holding IEF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

USAA

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

CT Financial Advisors's IEF Position: Q1 2017 in Review

CT Financial Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.7% in Q1 2017, selling an estimated $6.41K and leaving 1,003 shares worth $106K. The position accounts for 0.07% of the portfolio, ranked #197.

CT Financial Advisors first reported a position in IEF in Q1 2014 and has held it in 11 quarters since. The position peaked at $719K in Q1 2016. 358 funds tracked by Wall St. Rank hold IEF as of Q1 2017.

CT Financial Advisors held 1,003 shares of iShares 7-10 Year Treasury Bond ETF worth $106K as of Q1 2017.
CT Financial Advisors sold 61 iShares 7-10 Year Treasury Bond ETF shares in Q1 2017, an estimated $6.41K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of CT Financial Advisors's portfolio in Q1 2017, its #197 holding.
CT Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $719K in Q1 2016.
358 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.