G&S Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

G&S Capital’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	–	Sell	-33,436	Closed	-$3.38M	–	227
2018 Q3	$3.38M	Buy	33,436 +1,116	+3%	+$114K	2.34%	18
2018 Q2	$3.31M	Buy	+32,320	New	+$3.29M	2.54%	13

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

G&S Capital's IEF Position: Q4 2018 in Review

G&S Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2018, closing a stake of 33,436 shares — an estimated $3.38M sold.

G&S Capital first reported a position in IEF in Q2 2018 and held it in 2 quarters. The position peaked at $3.38M in Q3 2018. 435 funds tracked by Wall St. Rank hold IEF as of Q4 2018.

G&S Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
G&S Capital sold 33,436 iShares 7-10 Year Treasury Bond ETF shares in Q4 2018, an estimated $3.38M.
G&S Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and held it in 2 quarters.
G&S Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $3.38M in Q3 2018.
435 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2018.

Based on G&S Capital's 13F filing for Q4 2018, filed 15 Jan 2019.