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Integrated Wealth Counsel’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$104K Hold
991
– – 0.22% 51
2016
Q3 		$111K Buy
+991
New +$111K 0.23% 44

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Counsel's IEF Position: Q4 2016 in Review

Integrated Wealth Counsel held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q4 2016 at 991 shares worth $104K. The position accounts for 0.22% of the portfolio, ranked #51.

Integrated Wealth Counsel first reported a position in IEF in Q3 2016 and has held it in 2 quarters since. The position peaked at $111K in Q3 2016. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

  • Integrated Wealth Counsel held 991 shares of iShares 7-10 Year Treasury Bond ETF worth $104K as of Q4 2016.
  • Integrated Wealth Counsel left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q4 2016.
  • iShares 7-10 Year Treasury Bond ETF made up 0.22% of Integrated Wealth Counsel's portfolio in Q4 2016, its #51 holding.
  • Integrated Wealth Counsel first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's iShares 7-10 Year Treasury Bond ETF position peaked at $111K in Q3 2016.
  • 356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.