Independent Portfolio Consultants’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$122K	Buy	1,140 +310	+37%	+$33.1K	0.05%	382
2017 Q1	$88K	Sell	830 -2,475	-75%	-$260K	0.03%	471
2016 Q4	$346K	Sell	3,305 -3,160	-49%	-$339K	0.11%	249
2016 Q3	$723K	Sell	6,465 -13,530	-68%	-$1.52M	0.23%	154
2016 Q2	$2.26M	Sell	19,995 -17,375	-46%	-$1.92M	0.71%	16
2016 Q1	$4.12M	Buy	37,370 +12,580	+51%	+$1.37M	1.15%	8
2015 Q4	$2.62M	Sell	24,790 -262	-1%	-$27.9K	0.78%	12
2015 Q3	$2.7M	Buy	25,052 +21,482	+602%	+$2.28M	0.59%	34
2015 Q2	$375K	Hold	3,570	–	–	0.08%	285
2015 Q1	$387K	Buy	3,570 +1,597	+81%	+$172K	0.08%	276
2014 Q4	$209K	Sell	1,973 -42	-2%	-$4.43K	0.04%	366
2014 Q3	$209K	Buy	2,015 +1,770	+722%	+$184K	0.06%	465
2014 Q2	$25K	Buy	+245	New	+$25.2K	0.01%	745

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

WIM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's IEF Position: Q2 2017 in Review

Independent Portfolio Consultants increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 37% in Q2 2017, buying an estimated $33.1K and bringing the position to 1,140 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #382.

Independent Portfolio Consultants first reported a position in IEF in Q2 2014 and has held it in 13 quarters since. The position peaked at $4.12M in Q1 2016. 369 funds tracked by Wall St. Rank hold IEF as of Q2 2017.

Independent Portfolio Consultants held 1,140 shares of iShares 7-10 Year Treasury Bond ETF worth $122K as of Q2 2017.
Independent Portfolio Consultants bought 310 iShares 7-10 Year Treasury Bond ETF shares in Q2 2017, an estimated $33.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #382 holding.
Independent Portfolio Consultants first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's iShares 7-10 Year Treasury Bond ETF position peaked at $4.12M in Q1 2016.
369 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.