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Kelman-Lazarov Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kelman-Lazarov Inc’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
-117
Closed -$12.3K – 161
2016
Q4 		$12.3K Hold
117
– – 0.01% 246
2016
Q3 		$13K Hold
117
– – 0.01% 276
2016
Q2 		$13.2K Hold
117
– – 0.01% 263
2016
Q1 		$13K Buy
+117
New +$12.8K 0.01% 270

Other funds holding IEF

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
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
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

Kelman-Lazarov Inc's IEF Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2017, closing a stake of 117 shares — an estimated $12.3K sold.

Kelman-Lazarov Inc first reported a position in IEF in Q1 2016 and held it in 4 quarters. The position peaked at $13.2K in Q2 2016. 358 funds tracked by Wall St. Rank hold IEF as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 117 iShares 7-10 Year Treasury Bond ETF shares in Q1 2017, an estimated $12.3K.
  • Kelman-Lazarov Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $13.2K in Q2 2016.
  • 358 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.