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Hefty Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hefty Wealth Partners’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
2016
Q2 		– Sell
-3,080
Closed -$339K – 222
2016
Q1 		$339K Sell
3,080
-2,280
-43% -$249K 0.32% 78
2015
Q4 		$565K Buy
+5,360
New +$571K 0.54% 69

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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 $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hefty Wealth Partners's IEF Position: Q2 2016 in Review

Hefty Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2016, closing a stake of 3,080 shares — an estimated $339K sold.

Hefty Wealth Partners first reported a position in IEF in Q4 2015 and held it in 2 quarters. The position peaked at $565K in Q4 2015. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

  • Hefty Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 3,080 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $339K.
  • Hefty Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $565K in Q4 2015.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.