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

Fusion Investment 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
2015 Q4	–	Sell	-1,721	Closed	-$186K	–	111
2015 Q3	$186K	Buy	1,721 +885	+106%	+$94K	0.44%	68
2015 Q2	$88K	Buy	+836	New	+$89K	0.07%	121
2014 Q4	–	Sell	-92	Closed	-$10K	–	153
2014 Q3	$10K	Sell	92 -6	-6%	-$622	0.01%	174
2014 Q2	$10K	Sell	98 -23	-19%	-$2.36K	0.01%	188
2014 Q1	$12K	Buy	121 +51	+73%	+$5.18K	0.01%	179
2013 Q4	$7K	Buy	+70	New	+$7.1K	0.01%	219

Other funds holding IEF

WIM

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

Fusion Investment Group's IEF Position: Q4 2015 in Review

Fusion Investment Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2015, closing a stake of 1,721 shares — an estimated $186K sold.

Fusion Investment Group first reported a position in IEF in Q4 2013 and held it in 6 quarters. The position peaked at $186K in Q3 2015. 307 funds tracked by Wall St. Rank hold IEF as of Q4 2015.

Fusion Investment Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 1,721 iShares 7-10 Year Treasury Bond ETF shares in Q4 2015, an estimated $186K.
Fusion Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 6 quarters.
Fusion Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $186K in Q3 2015.
307 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.