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Diversified Portfolios Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Diversified Portfolios Inc’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
2015
Q3 		– Sell
-1,892
Closed -$202K – 52
2015
Q2 		$202K Sell
1,892
-371
-16% -$39.5K 0.13% 49
2015
Q1 		$245K Sell
2,263
-113
-5% -$12.2K 0.16% 45
2014
Q4 		$252K Buy
+2,376
New +$251K 0.15% 64

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Portfolios Inc's IEF Position: Q3 2015 in Review

Diversified Portfolios Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2015, closing a stake of 1,892 shares — an estimated $202K sold.

Diversified Portfolios Inc first reported a position in IEF in Q4 2014 and held it in 3 quarters. The position peaked at $252K in Q4 2014. 278 funds tracked by Wall St. Rank hold IEF as of Q3 2015.

  • Diversified Portfolios Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Diversified Portfolios Inc sold 1,892 iShares 7-10 Year Treasury Bond ETF shares in Q3 2015, an estimated $202K.
  • Diversified Portfolios Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 3 quarters.
  • Diversified Portfolios Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $252K in Q4 2014.
  • 278 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2015.

Based on Diversified Portfolios Inc's 13F filing for Q3 2015, filed 9 Nov 2015.