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Kernodle & Katon Asset Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kernodle & Katon Asset Management Group’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
Q2 		– Sell
-48
Closed -$5K – 317
2016
Q1 		$5K Sell
48
-14
-23% -$1.53K ﹤0.01% 254
2015
Q4 		$7K Buy
+62
New +$6.61K 0.01% 223

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kernodle & Katon Asset Management Group's IEF Position: Q2 2016 in Review

Kernodle & Katon Asset Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2016, closing a stake of 48 shares — an estimated $5K sold.

Kernodle & Katon Asset Management Group first reported a position in IEF in Q4 2015 and held it in 2 quarters. The position peaked at $7K in Q4 2015. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

  • Kernodle & Katon Asset Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 48 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $5K.
  • Kernodle & Katon Asset Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 2 quarters.
  • Kernodle & Katon Asset Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $7K in Q4 2015.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q2 2016, filed 11 Aug 2016.