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Investure LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Investure LLC’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
Q2 		– Sell
-573,275
Closed -$59.2M – 16
2018
Q1 		$59.2M Buy
573,275
+463,375
+422% +$47.7M 5.59% 5
2017
Q4 		$11.6M Buy
+109,900
New +$11.7M 1.97% 8
2017
Q1 		– Sell
-1,470,848
Closed -$154M – 10
2016
Q4 		$154M Buy
+1,470,848
New +$158M 16.81% 3
2015
Q1 		– Sell
-15,800
Closed -$1.68M – 10
2014
Q4 		$1.68M Buy
+15,800
New +$1.67M 0.37% 10

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Investure LLC's IEF Position: Q2 2018 in Review

Investure LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2018, closing a stake of 573,275 shares — an estimated $59.2M sold.

Investure LLC first reported a position in IEF in Q4 2014 and held it in 4 quarters. The position peaked at $154M in Q4 2016. 387 funds tracked by Wall St. Rank hold IEF as of Q2 2018.

  • Investure LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Investure LLC sold 573,275 iShares 7-10 Year Treasury Bond ETF shares in Q2 2018, an estimated $59.2M.
  • Investure LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 4 quarters.
  • Investure LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $154M in Q4 2016.
  • 387 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2018.

Based on Investure LLC's 13F filing for Q2 2018, filed 13 Aug 2018.