Huntington Steele’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Huntington Steele’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
2018 Q1	$334K	Sell	3,240 -502	-13%	-$51.7K	0.09%	60
2017 Q4	$395K	Hold	3,742	–	–	0.11%	57
2017 Q3	$399K	Sell	3,742 -320	-8%	-$34.3K	0.12%	56
2017 Q2	$433K	Hold	4,062	–	–	0.13%	50
2017 Q1	$429K	Hold	4,062	–	–	0.13%	48
2016 Q4	$426K	Buy	4,062 +320	+9%	+$34.4K	0.14%	48
2016 Q3	$419K	Hold	3,742	–	–	0.14%	44
2016 Q2	$423K	Hold	3,742	–	–	0.16%	40
2016 Q1	$413K	Hold	3,742	–	–	0.17%	39
2015 Q4	$395K	Hold	3,742	–	–	0.16%	39
2015 Q3	$404K	Hold	3,742	–	–	0.18%	36
2015 Q2	$393K	Hold	3,742	–	–	0.17%	39
2015 Q1	$406K	Hold	3,742	–	–	0.17%	35
2014 Q4	$397K	Hold	3,742	–	–	0.17%	48
2014 Q3	$388K	Hold	3,742	–	–	0.16%	47
2014 Q2	$388K	Sell	3,742 -164	-4%	-$16.8K	0.16%	48
2014 Q1	$397K	Hold	3,906	–	–	0.18%	46
2013 Q4	$388K	Hold	3,906	–	–	0.17%	45
2013 Q3	$399K	Hold	3,906	–	–	0.2%	45
2013 Q2	$400K	Buy	+3,906	New	+$416K	0.22%	45

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

WCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIM

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

MIH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Huntington Steele's IEF Position: Q1 2018 in Review

Huntington Steele reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q1 2018, selling an estimated $51.7K and leaving 3,240 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #60.

Huntington Steele first reported a position in IEF in Q2 2013 and has held it in 20 quarters since. The position peaked at $433K in Q2 2017. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

Huntington Steele held 3,240 shares of iShares 7-10 Year Treasury Bond ETF worth $334K as of Q1 2018.
Huntington Steele sold 502 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $51.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Huntington Steele's portfolio in Q1 2018, its #60 holding.
Huntington Steele first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 20 quarters since.
Huntington Steele's iShares 7-10 Year Treasury Bond ETF position peaked at $433K in Q2 2017.
396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on Huntington Steele's 13F filing for Q1 2018, filed 18 Apr 2018.