Julex Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Julex Capital 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
2019 Q3	$71K	Buy	627 +255	+69%	+$28.4K	0.17%	22
2019 Q2	$40K	Sell	372 -404	-52%	-$43.3K	0.04%	20
2019 Q1	$82.8K	Buy	776 +293	+61%	+$30.6K	0.07%	23
2018 Q4	$50K	Buy	+483	New	+$48.9K	0.03%	16

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

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

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

WCM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Julex Capital Management's IEF Position: Q3 2019 in Review

Julex Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 69% in Q3 2019, buying an estimated $28.4K and bringing the position to 627 shares worth $71K. The position accounts for 0.17% of the portfolio, ranked #22.

Julex Capital Management first reported a position in IEF in Q4 2018 and has held it in 4 quarters since. The position peaked at $82.8K in Q1 2019. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

Julex Capital Management held 627 shares of iShares 7-10 Year Treasury Bond ETF worth $71K as of Q3 2019.
Julex Capital Management bought 255 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $28.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of Julex Capital Management's portfolio in Q3 2019, its #22 holding.
Julex Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
Julex Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $82.8K in Q1 2019.
519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.