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

Klingman & 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
2017 Q3	–	Sell	-2,283	Closed	-$243K	–	98
2017 Q2	$243K	Hold	2,283	–	–	0.06%	84
2017 Q1	$241K	Hold	2,283	–	–	0.07%	85
2016 Q4	$239K	Sell	2,283 -230	-9%	-$24.7K	0.07%	83
2016 Q3	$281K	Hold	2,513	–	–	0.08%	79
2016 Q2	$284K	Hold	2,513	–	–	0.09%	76
2016 Q1	$277K	Sell	2,513 -450	-15%	-$49.1K	0.1%	78
2015 Q4	$313K	Hold	2,963	–	–	0.12%	82
2015 Q3	$319K	Sell	2,963 -136	-4%	-$14.4K	0.13%	80
2015 Q2	$325K	Hold	3,099	–	–	0.13%	69
2015 Q1	$336K	Buy	3,099 +1,679	+118%	+$181K	0.14%	67
2014 Q4	$150K	Buy	+1,420	New	+$150K	0.06%	96

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

WCM

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

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

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

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Klingman & Associates's IEF Position: Q3 2017 in Review

Klingman & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2017, closing a stake of 2,283 shares — an estimated $243K sold.

Klingman & Associates first reported a position in IEF in Q4 2014 and held it in 11 quarters. The position peaked at $336K in Q1 2015. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

Klingman & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
Klingman & Associates sold 2,283 iShares 7-10 Year Treasury Bond ETF shares in Q3 2017, an estimated $243K.
Klingman & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 11 quarters.
Klingman & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $336K in Q1 2015.
363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on Klingman & Associates's 13F filing for Q3 2017, filed 24 Oct 2017.