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

Curian Capital’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	-28,916	Closed	-$3.05M	–	185
2015 Q4	$3.05M	Sell	28,916 -64,400	-69%	-$6.87M	0.23%	99
2015 Q3	$10.1M	Sell	93,316 -83,448	-47%	-$8.86M	0.27%	89
2015 Q2	$18.6M	Buy	176,764 +94,816	+116%	+$10.1M	0.31%	74
2015 Q1	$8.88M	Sell	81,948 -109	-0.1%	-$11.8K	0.15%	176
2014 Q4	$8.7M	Sell	82,057 -54,072	-40%	-$5.7M	0.15%	173
2014 Q3	$14.1M	Buy	136,129 +53,637	+65%	+$5.56M	0.25%	95
2014 Q2	$8.54M	Sell	82,492 -56,429	-41%	-$5.79M	0.15%	170
2014 Q1	$14.1M	Buy	+138,921	New	+$14.1M	0.25%	87
2013 Q3	–	Sell	-61,410	Closed	-$6.29M	–	578
2013 Q2	$6.29M	Buy	+61,410	New	+$6.54M	0.11%	168

Other funds holding IEF

WIM

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

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

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

USAA

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 $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Curian Capital's IEF Position: Q1 2016 in Review

Curian Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2016, closing a stake of 28,916 shares — an estimated $3.05M sold.

Curian Capital first reported a position in IEF in Q2 2013 and held it in 9 quarters. The position peaked at $18.6M in Q2 2015. 344 funds tracked by Wall St. Rank hold IEF as of Q1 2016.

Curian Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 28,916 iShares 7-10 Year Treasury Bond ETF shares in Q1 2016, an estimated $3.05M.
Curian Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 9 quarters.
Curian Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $18.6M in Q2 2015.
344 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.