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Liberty Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Liberty Capital Management’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
Q1 		– Sell
-350
Closed -$37K – 157
2017
Q4 		$37K Hold
350
– – 0.02% 193
2017
Q3 		$37K Hold
350
– – 0.02% 199
2017
Q2 		$37K Hold
350
– – 0.02% 189
2017
Q1 		$37K Hold
350
– – 0.02% 177
2016
Q4 		$37K Sell
350
-50
-13% -$5.37K 0.02% 170
2016
Q3 		$44K Buy
+400
New +$44.8K 0.03% 158

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Liberty Capital Management's IEF Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 350 shares — an estimated $37K sold.

Liberty Capital Management first reported a position in IEF in Q3 2016 and held it in 6 quarters. The position peaked at $44K in Q3 2016. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

  • Liberty Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 350 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $37K.
  • Liberty Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $44K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.