Manifold Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Manifold Partners’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 Q4	–	Sell	-26,841	Closed	-$3M	–	20
2016 Q3	$3M	Sell	26,841 -22,591	-46%	-$2.53M	2.54%	15
2016 Q2	$5.58M	Buy	+49,432	New	+$5.47M	4.45%	9
2015 Q4	–	Sell	-74,888	Closed	-$8.08M	–	95
2015 Q3	$8.08M	Buy	+74,888	New	+$7.95M	7.52%	2
2013 Q3	–	Sell	-2,223	Closed	-$228K	–	121
2013 Q2	$228K	Buy	+2,223	New	+$237K	0.16%	54

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

WCM

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

MIH

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

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

Manifold Partners's IEF Position: Q4 2016 in Review

Manifold Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2016, closing a stake of 26,841 shares — an estimated $3M sold.

Manifold Partners first reported a position in IEF in Q2 2013 and held it in 4 quarters. The position peaked at $8.08M in Q3 2015. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

Manifold Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Manifold Partners sold 26,841 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $3M.
Manifold Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
Manifold Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $8.08M in Q3 2015.
356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Manifold Partners's 13F filing for Q4 2016, filed 26 Jan 2017.