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Intellectus Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Intellectus Partners’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
Q3 		– Sell
-100
Closed -$10K – 597
2018
Q2 		$10K Hold
100
– – ﹤0.01% 472
2018
Q1 		$10K Hold
100
– – ﹤0.01% 478
2017
Q4 		$11K Hold
100
– – ﹤0.01% 471
2017
Q3 		$11K Hold
100
– – ﹤0.01% 607
2017
Q2 		$11K Buy
+100
New +$10.7K 0.01% 576

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Intellectus Partners's IEF Position: Q3 2018 in Review

Intellectus Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2018, closing a stake of 100 shares — an estimated $10K sold.

Intellectus Partners first reported a position in IEF in Q2 2017 and held it in 5 quarters. The position peaked at $11K in Q4 2017. 378 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

  • Intellectus Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Intellectus Partners sold 100 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $10K.
  • Intellectus Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 5 quarters.
  • Intellectus Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $11K in Q4 2017.
  • 378 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on Intellectus Partners's 13F filing for Q3 2018, filed 15 Nov 2018.