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Discretionary Management Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Discretionary Management Services’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
2013
Q4 		– Sell
-141,830
Closed -$14.5M – 17
2013
Q3 		$14.5M Buy
+141,830
New +$14.3M 18.25% 2

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Discretionary Management Services's IEF Position: Q4 2013 in Review

Discretionary Management Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2013, closing a stake of 141,830 shares — an estimated $14.5M sold.

Discretionary Management Services first reported a position in IEF in Q3 2013 and held it in 1 quarter. The position peaked at $14.5M in Q3 2013. 180 funds tracked by Wall St. Rank hold IEF as of Q4 2013.

  • Discretionary Management Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Discretionary Management Services sold 141,830 iShares 7-10 Year Treasury Bond ETF shares in Q4 2013, an estimated $14.5M.
  • Discretionary Management Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 1 quarter.
  • Discretionary Management Services's iShares 7-10 Year Treasury Bond ETF position peaked at $14.5M in Q3 2013.
  • 180 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2013.

Based on Discretionary Management Services's 13F filing for Q4 2013, filed 14 Feb 2014.