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HHG & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HHG & Company’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
2014
Q3 		– Sell
-20,062
Closed -$2.08M – 171
2014
Q2 		$2.08M Buy
20,062
+1,037
+5% +$106K 0.68% 49
2014
Q1 		$1.94M Buy
19,025
+755
+4% +$76.7K 0.66% 50
2013
Q4 		$1.81M Buy
18,270
+1,027
+6% +$104K 0.67% 46
2013
Q3 		$1.76M Buy
17,243
+3
+0% +$303 0.71% 44
2013
Q2 		$1.77M Buy
+17,240
New +$1.84M 0.71% 41

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HHG & Company's IEF Position: Q3 2014 in Review

HHG & Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2014, closing a stake of 20,062 shares — an estimated $2.08M sold.

HHG & Company first reported a position in IEF in Q2 2013 and held it in 5 quarters. The position peaked at $2.08M in Q2 2014. 205 funds tracked by Wall St. Rank hold IEF as of Q3 2014.

  • HHG & Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
  • HHG & Company sold 20,062 iShares 7-10 Year Treasury Bond ETF shares in Q3 2014, an estimated $2.08M.
  • HHG & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
  • HHG & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $2.08M in Q2 2014.
  • 205 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2014.

Based on HHG & Company's 13F filing for Q3 2014, filed 21 Oct 2014.