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IFC Holdings’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

IFC Holdings’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 		– Sell
-36,677
Closed -$3.87M – 184
2017
Q4 		$3.87M Buy
36,677
+255
+0.7% +$27K 0.27% 56
2017
Q3 		$3.89M Buy
36,422
+12,935
+55% +$1.39M 0.27% 54
2017
Q2 		$2.51M Buy
23,487
+16,253
+225% +$1.74M 0.19% 80
2017
Q1 		$772K Buy
+7,234
New +$760K 0.07% 197
2014
Q1 		– Sell
-19,656
Closed -$1.96M – 338
2013
Q4 		$1.96M Sell
19,656
-30,122
-61% -$3.06M 0.41% 59
2013
Q3 		$5.08M Buy
49,778
+47,780
+2,391% +$4.83M 1.1% 16
2013
Q2 		$206K Buy
+1,998
New +$213K 0.05% 307

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFC Holdings's IEF Position: Q1 2018 in Review

IFC Holdings sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 36,677 shares — an estimated $3.87M sold.

IFC Holdings first reported a position in IEF in Q2 2013 and held it in 7 quarters. The position peaked at $5.08M in Q3 2013. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

  • IFC Holdings reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 36,677 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $3.87M.
  • IFC Holdings first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 7 quarters.
  • IFC Holdings's iShares 7-10 Year Treasury Bond ETF position peaked at $5.08M in Q3 2013.
  • 396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.