Ken Stern & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ken Stern & Associates’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
2018 Q3	$9.78M	Buy	96,680 +1,890	+2%	+$193K	4.26%	6
2018 Q2	$9.72M	Buy	94,790 +981	+1%	+$99.9K	4.49%	5
2018 Q1	$9.68M	Buy	93,809 +4,233	+5%	+$436K	4.26%	6
2017 Q4	$9.46M	Sell	89,576 -2,324	-3%	-$246K	4.12%	6
2017 Q3	$9.79M	Buy	91,900 +2,731	+3%	+$293K	4.33%	5
2017 Q2	$9.51M	Buy	89,169 +863	+1%	+$92.2K	4.34%	5
2017 Q1	$9.41M	Buy	88,306 +9,849	+13%	+$1.03M	4.41%	5
2016 Q4	$8.22M	Sell	78,457 -9,304	-11%	-$999K	4.26%	6
2016 Q3	$9.82M	Buy	87,761 +894	+1%	+$100K	6.78%	2
2016 Q2	$9.81M	Sell	86,867 -146	-0.2%	-$16.1K	7.7%	2
2016 Q1	$9.6M	Buy	+87,013	New	+$9.49M	6.66%	3

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

WCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ken Stern & Associates's IEF Position: Q3 2018 in Review

Ken Stern & Associates increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2% in Q3 2018, buying an estimated $193K and bringing the position to 96,680 shares worth $9.78M. The position accounts for 4.26% of the portfolio, ranked #6.

Ken Stern & Associates first reported a position in IEF in Q1 2016 and has held it in 11 quarters since. The position peaked at $9.82M in Q3 2016. 379 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

Ken Stern & Associates held 96,680 shares of iShares 7-10 Year Treasury Bond ETF worth $9.78M as of Q3 2018.
Ken Stern & Associates bought 1,890 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $193K.
iShares 7-10 Year Treasury Bond ETF made up 4.26% of Ken Stern & Associates's portfolio in Q3 2018, its #6 holding.
Ken Stern & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 11 quarters since.
Ken Stern & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $9.82M in Q3 2016.
379 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.