Joel Isaacson & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-480	Closed	-$11K	–	335
2016 Q4	$11K	Hold	480	–	–	﹤0.01%	490
2016 Q3	$10K	Hold	480	–	–	﹤0.01%	540
2016 Q2	$9K	Buy	+480	New	+$53.1K	﹤0.01%	550

Other funds holding IEF

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $424B AUM 22.9% 1-Year Est. Return

MIH

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Joel Isaacson & Co's IEF Position: Q1 2017 in Review

Joel Isaacson & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2017, closing a stake of 480 shares — an estimated $11K sold.

Joel Isaacson & Co first reported a position in IEF in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q4 2016. 358 funds tracked by Wall St. Rank hold IEF as of Q1 2017.

Joel Isaacson & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 480 iShares 7-10 Year Treasury Bond ETF shares in Q1 2017, an estimated $11K.
Joel Isaacson & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 3 quarters.
Joel Isaacson & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $11K in Q4 2016.
358 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.