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Epstein & White Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Epstein & White Financial’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
2018
Q3 		– Sell
-2,098
Closed -$215K – 97
2018
Q2 		$215K Sell
2,098
-520
-20% -$53K 0.16% 98
2018
Q1 		$270K Sell
2,618
-2,140
-45% -$220K 0.17% 90
2017
Q4 		$500K Buy
+4,758
New +$505K 0.29% 57

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Epstein & White Financial's IEF Position: Q3 2018 in Review

Epstein & White Financial sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2018, closing a stake of 2,098 shares — an estimated $215K sold.

Epstein & White Financial first reported a position in IEF in Q4 2017 and held it in 3 quarters. The position peaked at $500K in Q4 2017. 379 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

  • Epstein & White Financial reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 2,098 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $215K.
  • Epstein & White Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $500K in Q4 2017.
  • 379 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.