FirstMerit Bank N.A. Trustee’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

FirstMerit Bank N.A. Trustee’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
2016 Q2	$2.28M	Sell	20,152 -1,581	-7%	-$175K	0.18%	102
2016 Q1	$2.4M	Buy	21,733 +57	+0.3%	+$6.22K	0.2%	102
2015 Q4	$2.29M	Sell	21,676 -760	-3%	-$81K	0.19%	106
2015 Q3	$2.42M	Sell	22,436 -1,140	-5%	-$121K	0.21%	101
2015 Q2	$2.48M	Sell	23,576 -10,141	-30%	-$1.08M	0.2%	108
2015 Q1	$3.65M	Buy	33,717 +1,260	+4%	+$136K	0.3%	88
2014 Q4	$3.44M	Sell	32,457 -2,792	-8%	-$294K	0.28%	91
2014 Q3	$3.65M	Sell	35,249 -4,232	-11%	-$439K	0.31%	85
2014 Q2	$4.09M	Sell	39,481 -9,269	-19%	-$952K	0.34%	80
2014 Q1	$4.96M	Sell	48,750 -19,173	-28%	-$1.95M	0.43%	72
2013 Q4	$6.74M	Sell	67,923 -51,723	-43%	-$5.25M	0.6%	58
2013 Q3	$12.2M	Sell	119,646 -26,145	-18%	-$2.64M	1.13%	26
2013 Q2	$14.9M	Buy	+145,791	New	+$15.5M	1.41%	19

Other funds holding IEF

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's IEF Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.3% in Q2 2016, selling an estimated $175K and leaving 20,152 shares worth $2.28M. The position accounts for 0.18% of the portfolio, ranked #102.

FirstMerit Bank N.A. Trustee first reported a position in IEF in Q2 2013 and has held it in 13 quarters since. The position peaked at $14.9M in Q2 2013. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

FirstMerit Bank N.A. Trustee held 20,152 shares of iShares 7-10 Year Treasury Bond ETF worth $2.28M as of Q2 2016.
FirstMerit Bank N.A. Trustee sold 1,581 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $175K.
iShares 7-10 Year Treasury Bond ETF made up 0.18% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #102 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares 7-10 Year Treasury Bond ETF position peaked at $14.9M in Q2 2013.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.