Mariner Wealth Advisors (NYC)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$2K	Buy	+18	New	+$1.94K	﹤0.01%	638

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

WCM

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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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

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

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s IEF Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2015: 18 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings.

256 funds tracked by Wall St. Rank hold IEF as of Q1 2015.

Mariner Wealth Advisors (NYC) held 18 shares of iShares 7-10 Year Treasury Bond ETF worth $2K as of Q1 2015.
iShares 7-10 Year Treasury Bond ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #638 holding.
256 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.