Integrated Wealth Management (Palm Desert)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-82	Closed	-$9K	–	596
2016 Q3	$9K	Hold	82	–	–	﹤0.01%	784
2016 Q2	$9K	Sell	82 -58	-41%	-$6.41K	﹤0.01%	788
2016 Q1	$15K	Hold	140	–	–	0.01%	612
2015 Q4	$15K	Sell	140 -92	-40%	-$9.81K	0.01%	650
2015 Q3	$25K	Buy	232 +5	+2%	+$531	0.01%	514
2015 Q2	$24K	Sell	227 -60	-21%	-$6.39K	0.01%	552
2015 Q1	$31K	Buy	+287	New	+$31K	0.01%	467

Other funds holding IEF

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

MIH

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

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

Integrated Wealth Management (Palm Desert)'s IEF Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2016, closing a stake of 82 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IEF in Q1 2015 and held it in 7 quarters. The position peaked at $31K in Q1 2015. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 82 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $9K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s iShares 7-10 Year Treasury Bond ETF position peaked at $31K in Q1 2015.
356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.