Investors Capital Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Investors Capital Advisory Services’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 Q2	$3.57M	Buy	31,633 +2,239	+8%	+$248K	0.69%	17
2016 Q1	$3.24M	Buy	29,394 +6,153	+26%	+$671K	0.64%	20
2015 Q4	$2.45M	Buy	23,241 +19,189	+474%	+$2.05M	0.48%	36
2015 Q3	$437K	Buy	+4,052	New	+$430K	0.09%	321

Other funds holding IEF

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

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

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

WIM

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

WCM

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investors Capital Advisory Services's IEF Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.6% in Q2 2016, buying an estimated $248K and bringing the position to 31,633 shares worth $3.57M. The position accounts for 0.69% of the portfolio, ranked #17.

Investors Capital Advisory Services first reported a position in IEF in Q3 2015 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

Investors Capital Advisory Services held 31,633 shares of iShares 7-10 Year Treasury Bond ETF worth $3.57M as of Q2 2016.
Investors Capital Advisory Services bought 2,239 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $248K.
iShares 7-10 Year Treasury Bond ETF made up 0.69% of Investors Capital Advisory Services's portfolio in Q2 2016, its #17 holding.
Investors Capital Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 4 quarters since.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.