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Lattice Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lattice Strategies’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
2019
Q1 		– Sell
-2,790
Closed -$291K – 53
2018
Q4 		$291K Buy
2,790
+160
+6% +$16.2K 0.25% 49
2018
Q3 		$266K Sell
2,630
-10
-0.4% -$1.02K 0.21% 54
2018
Q2 		$271K Buy
2,640
+210
+9% +$21.4K 0.21% 57
2018
Q1 		$251K Sell
2,430
-90
-4% -$9.27K 0.18% 60
2017
Q4 		$266K Buy
2,520
+30
+1% +$3.18K 0.19% 59
2017
Q3 		$265K Buy
2,490
+90
+4% +$9.64K 0.2% 59
2017
Q2 		$256K Sell
2,400
-10
-0.4% -$1.07K 0.2% 60
2017
Q1 		$254K Buy
2,410
+190
+9% +$20K 0.2% 59
2016
Q4 		$233K Hold
2,220
– – 0.19% 59
2016
Q3 		$248K Sell
2,220
-220
-9% -$24.7K 0.19% 57
2016
Q2 		$276K Sell
2,440
-380
-13% -$42K 0.22% 59
2016
Q1 		$311K Sell
2,820
-1,105
-28% -$121K 0.24% 56
2015
Q4 		$414K Sell
3,925
-2,295
-37% -$245K 0.33% 52
2015
Q3 		$671K Sell
6,220
-3,272
-34% -$348K 0.47% 50
2015
Q2 		$997K Buy
9,492
+210
+2% +$22.4K 0.58% 43
2015
Q1 		$1.01M Buy
9,282
+3,095
+50% +$334K 0.56% 43
2014
Q4 		$656K Sell
6,187
-2,426
-28% -$256K 0.36% 61
2014
Q3 		$892K Sell
8,613
-3,863
-31% -$401K 0.48% 54
2014
Q2 		$1.29M Sell
12,476
-640
-5% -$65.7K 0.67% 44
2014
Q1 		$1.33M Buy
13,116
+1,945
+17% +$197K 0.67% 40
2013
Q4 		$1.11M Sell
11,171
-2,549
-19% -$259K 0.6% 42
2013
Q3 		$1.4M Buy
+13,720
New +$1.39M 0.76% 34

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Lattice Strategies's IEF Position: Q1 2019 in Review

Lattice Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 2,790 shares — an estimated $291K sold.

Lattice Strategies first reported a position in IEF in Q3 2013 and held it in 22 quarters. The position peaked at $1.4M in Q3 2013. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

  • Lattice Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Lattice Strategies sold 2,790 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $291K.
  • Lattice Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 22 quarters.
  • Lattice Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $1.4M in Q3 2013.
  • 448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on Lattice Strategies's 13F filing for Q1 2019, filed 8 May 2019.