Investment Centers of America’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Investment Centers of America’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 Q4	–	Sell	-27,976	Closed	-$2.98M	–	208
2017 Q3	$2.98M	Buy	27,976 +7,469	+36%	+$800K	0.22%	102
2017 Q2	$2.19M	Buy	20,507 +8,173	+66%	+$873K	0.17%	130
2017 Q1	$1.3M	Buy	12,334 +7,021	+132%	+$737K	0.1%	190
2016 Q4	$557K	Buy	+5,313	New	+$571K	0.05%	315
2014 Q2	–	Sell	-69,598	Closed	-$7.09M	–	385
2014 Q1	$7.09M	Buy	+69,598	New	+$7.07M	1.48%	10
2013 Q4	–	Sell	-69,598	Closed	-$7.09M	–	294
2013 Q3	$7.09M	Buy	+69,598	New	+$7.04M	1.44%	11

Other funds holding IEF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIH

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

WIM

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

Investment Centers of America's IEF Position: Q4 2017 in Review

Investment Centers of America sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2017, closing a stake of 27,976 shares — an estimated $2.98M sold.

Investment Centers of America first reported a position in IEF in Q3 2013 and held it in 6 quarters. The position peaked at $7.09M in Q1 2014. 409 funds tracked by Wall St. Rank hold IEF as of Q4 2017.

Investment Centers of America reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 27,976 iShares 7-10 Year Treasury Bond ETF shares in Q4 2017, an estimated $2.98M.
Investment Centers of America first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 6 quarters.
Investment Centers of America's iShares 7-10 Year Treasury Bond ETF position peaked at $7.09M in Q1 2014.
409 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.