Kanaly Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kanaly Trust’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	$24K	Sell	229 -133	-37%	-$14.3K	0.01%	397
2016 Q3	$41K	Hold	362	–	–	0.01%	299
2016 Q2	$41K	Sell	362 -133	-27%	-$14.7K	0.01%	309
2016 Q1	$55K	Sell	495 -400	-45%	-$43.6K	0.01%	273
2015 Q4	$95K	Buy	895 +30	+3%	+$3.2K	0.02%	214
2015 Q3	$93K	Buy	865 +333	+63%	+$35.4K	0.02%	213
2015 Q2	$56K	Sell	532 -168	-24%	-$17.9K	0.01%	300
2015 Q1	$76K	Buy	700 +308	+79%	+$33.2K	0.01%	240
2014 Q4	$42K	Buy	392 +20	+5%	+$2.11K	0.01%	304
2014 Q3	$39K	Buy	+372	New	+$38.6K	0.01%	315
2013 Q4	–	Sell	-2,243	Closed	-$229K	–	551
2013 Q3	$229K	Buy	2,243 +168	+8%	+$17K	0.07%	84
2013 Q2	$212K	Buy	+2,075	New	+$221K	0.07%	77

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

Kanaly Trust's IEF Position: Q4 2016 in Review

Kanaly Trust reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 37% in Q4 2016, selling an estimated $14.3K and leaving 229 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #397.

Kanaly Trust first reported a position in IEF in Q2 2013 and has held it in 12 quarters since. The position peaked at $229K in Q3 2013. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

Kanaly Trust held 229 shares of iShares 7-10 Year Treasury Bond ETF worth $24K as of Q4 2016.
Kanaly Trust sold 133 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $14.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #397 holding.
Kanaly Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 12 quarters since.
Kanaly Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $229K in Q3 2013.
356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.