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JP Morgan Private Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

JP Morgan Private Wealth Advisors’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
2015
Q2 		– Sell
-7,208
Closed -$781K – 1092
2015
Q1 		$781K Buy
+7,208
New +$778K 0.01% 594

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IEF Position: Q2 2015 in Review

JP Morgan Private Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2015, closing a stake of 7,208 shares — an estimated $781K sold.

JP Morgan Private Wealth Advisors first reported a position in IEF in Q1 2015 and held it in 1 quarter. The position peaked at $781K in Q1 2015. 251 funds tracked by Wall St. Rank hold IEF as of Q2 2015.

  • JP Morgan Private Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,208 iShares 7-10 Year Treasury Bond ETF shares in Q2 2015, an estimated $781K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $781K in Q1 2015.
  • 251 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.