Highland Capital Management (Tennessee)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Highland Capital Management (Tennessee)’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 Q1	–	Sell	-5,982	Closed	-$634K	–	155
2014 Q4	$634K	Buy	5,982 +613	+11%	+$64.6K	0.12%	111
2014 Q3	$556K	Buy	5,369 +14	+0.3%	+$1.45K	0.11%	107
2014 Q2	$555K	Buy	5,355 +473	+10%	+$48.6K	0.1%	108
2014 Q1	$497K	Buy	4,882 +206	+4%	+$20.9K	0.1%	104
2013 Q4	$464K	Sell	4,676 -2	-0%	-$203	0.09%	100
2013 Q3	$478K	Sell	4,678 -5,948	-56%	-$601K	0.11%	99
2013 Q2	$1.09M	Buy	+10,626	New	+$1.13M	0.25%	74

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCM

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Highland Capital Management (Tennessee)'s IEF Position: Q1 2015 in Review

Highland Capital Management (Tennessee) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2015, closing a stake of 5,982 shares — an estimated $634K sold.

Highland Capital Management (Tennessee) first reported a position in IEF in Q2 2013 and held it in 7 quarters. The position peaked at $1.09M in Q2 2013. 256 funds tracked by Wall St. Rank hold IEF as of Q1 2015.

Highland Capital Management (Tennessee) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 5,982 iShares 7-10 Year Treasury Bond ETF shares in Q1 2015, an estimated $634K.
Highland Capital Management (Tennessee) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 7 quarters.
Highland Capital Management (Tennessee)'s iShares 7-10 Year Treasury Bond ETF position peaked at $1.09M in Q2 2013.
256 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2015.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q1 2015, filed 11 May 2015.