Harfst & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Harfst & Associates’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 Q3	–	Sell	-200	Closed	-$21K	–	138
2017 Q2	$21K	Hold	200	–	–	0.01%	170
2017 Q1	$21K	Buy	+200	New	+$21K	0.01%	179
2016 Q1	–	Sell	-200	Closed	-$21K	–	145
2015 Q4	$21K	Buy	+200	New	+$21.3K	0.01%	206

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return

Harfst & Associates's IEF Position: Q3 2017 in Review

Harfst & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2017, closing a stake of 200 shares — an estimated $21K sold.

Harfst & Associates first reported a position in IEF in Q4 2015 and held it in 3 quarters. The position peaked at $21K in Q2 2017. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

Harfst & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 200 iShares 7-10 Year Treasury Bond ETF shares in Q3 2017, an estimated $21K.
Harfst & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 3 quarters.
Harfst & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $21K in Q2 2017.
363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.