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Girard Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Girard Securities’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
2017
Q4 		– Sell
-2,117
Closed -$225K – 53
2017
Q3 		$225K Sell
2,117
-31
-1% -$3.32K 0.2% 114
2017
Q2 		$228K Buy
+2,148
New +$229K 0.17% 136

Other funds holding IEF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Girard Securities's IEF Position: Q4 2017 in Review

Girard Securities sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2017, closing a stake of 2,117 shares — an estimated $225K sold.

Girard Securities first reported a position in IEF in Q2 2017 and held it in 2 quarters. The position peaked at $228K in Q2 2017. 409 funds tracked by Wall St. Rank hold IEF as of Q4 2017.

  • Girard Securities reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 2,117 iShares 7-10 Year Treasury Bond ETF shares in Q4 2017, an estimated $225K.
  • Girard Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • Girard Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $228K in Q2 2017.
  • 409 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.