J. Safra Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

J. Safra Asset Management’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	$6.03M	Sell	57,487 -42,327	-42%	-$4.55M	11.44%	5
2016 Q3	$11.2M	Buy	99,814 +35,417	+55%	+$3.97M	19.57%	1
2016 Q2	$7.27M	Sell	64,397 -35,794	-36%	-$3.96M	11.85%	3
2016 Q1	$11.1M	Buy	+100,191	New	+$10.9M	9%	1

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $374B AUM 17.66% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

MIH

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

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

J. Safra Asset Management's IEF Position: Q4 2016 in Review

J. Safra Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 42% in Q4 2016, selling an estimated $4.55M and leaving 57,487 shares worth $6.03M. The position accounts for 11.44% of the portfolio, ranked #5.

J. Safra Asset Management first reported a position in IEF in Q1 2016 and has held it in 4 quarters since. The position peaked at $11.2M in Q3 2016. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

J. Safra Asset Management held 57,487 shares of iShares 7-10 Year Treasury Bond ETF worth $6.03M as of Q4 2016.
J. Safra Asset Management sold 42,327 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $4.55M.
iShares 7-10 Year Treasury Bond ETF made up 11.44% of J. Safra Asset Management's portfolio in Q4 2016, its #5 holding.
J. Safra Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 4 quarters since.
J. Safra Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $11.2M in Q3 2016.
356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on J. Safra Asset Management's 13F filing for Q4 2016, filed 9 Feb 2017.