Good Harbor Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Good Harbor Financial’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 Q3	$277K	Buy	2,569 +508	+25%	+$54K	0.03%	55
2015 Q2	$216K	Sell	2,061 -5,925	-74%	-$631K	0.02%	47
2015 Q1	$866K	Sell	7,986 -5,083,756	-100%	-$549M	0.06%	36
2014 Q4	$540M	Buy	5,091,742 +5,080,045	+43,430%	+$536M	21.33%	3
2014 Q3	$1.21M	Sell	11,697 -11,521,225	-100%	-$1.19B	0.03%	41
2014 Q2	$1.19B	Buy	11,532,922 +11,522,746	+113,235%	+$1.18B	17.48%	2
2014 Q1	$1.03M	Sell	10,176 -1,245	-11%	-$126K	0.01%	37
2013 Q4	$1.13M	Buy	+11,421	New	+$1.16M	0.02%	33

Other funds holding IEF

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

WIM

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

Axa Paris, France $256M AUM 25.01% 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 $1.24B AUM 2.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Good Harbor Financial's IEF Position: Q3 2015 in Review

Good Harbor Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q3 2015, buying an estimated $54K and bringing the position to 2,569 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #55.

Good Harbor Financial first reported a position in IEF in Q4 2013 and has held it in 8 quarters since. The position peaked at $1.19B in Q2 2014. 278 funds tracked by Wall St. Rank hold IEF as of Q3 2015.

Good Harbor Financial held 2,569 shares of iShares 7-10 Year Treasury Bond ETF worth $277K as of Q3 2015.
Good Harbor Financial bought 508 iShares 7-10 Year Treasury Bond ETF shares in Q3 2015, an estimated $54K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Good Harbor Financial's portfolio in Q3 2015, its #55 holding.
Good Harbor Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and has held it in 8 quarters since.
Good Harbor Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $1.19B in Q2 2014.
278 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2015.

Based on Good Harbor Financial's 13F filing for Q3 2015, filed 13 Nov 2015.