Financial & Investment Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial & Investment Management Group’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 Q4	$2.49M	Sell	23,937 -6,940	-22%	-$703K	0.91%	44
2018 Q3	$3.12M	Sell	30,877 -2,704	-8%	-$276K	1.03%	43
2018 Q2	$3.44M	Sell	33,581 -790	-2%	-$80.5K	1.09%	41
2018 Q1	$3.55M	Buy	34,371 +85	+0.2%	+$8.75K	1.14%	35
2017 Q4	$3.62M	Sell	34,286 -334	-1%	-$35.4K	1.25%	28
2017 Q3	$3.69M	Sell	34,620 -625	-2%	-$67K	1.22%	28
2017 Q2	$3.76M	Hold	35,245	–	–	1.37%	27
2017 Q1	$3.72M	Buy	35,245 +1,810	+5%	+$190K	1.26%	26
2016 Q4	$3.5M	Buy	+33,435	New	+$3.59M	1.35%	22
2016 Q2	–	Sell	-2,600	Closed	-$287K	–	102
2016 Q1	$287K	Buy	+2,600	New	+$284K	0.08%	89

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Financial & Investment Management Group's IEF Position: Q4 2018 in Review

Financial & Investment Management Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 22% in Q4 2018, selling an estimated $703K and leaving 23,937 shares worth $2.49M. The position accounts for 0.91% of the portfolio, ranked #44.

Financial & Investment Management Group first reported a position in IEF in Q1 2016 and has held it in 10 quarters since. The position peaked at $3.76M in Q2 2017. 435 funds tracked by Wall St. Rank hold IEF as of Q4 2018.

Financial & Investment Management Group held 23,937 shares of iShares 7-10 Year Treasury Bond ETF worth $2.49M as of Q4 2018.
Financial & Investment Management Group sold 6,940 iShares 7-10 Year Treasury Bond ETF shares in Q4 2018, an estimated $703K.
iShares 7-10 Year Treasury Bond ETF made up 0.91% of Financial & Investment Management Group's portfolio in Q4 2018, its #44 holding.
Financial & Investment Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 10 quarters since.
Financial & Investment Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $3.76M in Q2 2017.
435 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.