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

Euclid 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
2015
Q1 		– Sell
-487,160
Closed -$51.6M – 362
2014
Q4 		$51.6M Sell
487,160
-106,610
-18% -$11.2M 0.48% 44
2014
Q3 		$61.5M Buy
+593,770
New +$61.6M 0.44% 44
2014
Q2 		– Sell
-522,210
Closed -$53.1M – 479
2014
Q1 		$53.1M Buy
+522,210
New +$53M 0.4% 49

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Euclid Advisors's IEF Position: Q1 2015 in Review

Euclid Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2015, closing a stake of 487,160 shares — an estimated $51.6M sold.

Euclid Advisors first reported a position in IEF in Q1 2014 and held it in 3 quarters. The position peaked at $61.5M in Q3 2014. 256 funds tracked by Wall St. Rank hold IEF as of Q1 2015.

  • Euclid Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Euclid Advisors sold 487,160 iShares 7-10 Year Treasury Bond ETF shares in Q1 2015, an estimated $51.6M.
  • Euclid Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 3 quarters.
  • Euclid Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $61.5M in Q3 2014.
  • 256 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2015.

Based on Euclid Advisors's 13F filing for Q1 2015, filed 15 May 2015.