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

Marino Stram & 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
2019
Q1 		– Sell
-185
Closed -$19K – 645
2018
Q4 		$19K Buy
185
+2
+1% +$203 0.02% 219
2018
Q3 		$19K Buy
183
+1
+0.5% +$102 0.02% 251
2018
Q2 		$19K Buy
182
+1
+0.6% +$102 0.02% 247
2018
Q1 		$19K Buy
181
+1
+0.6% +$103 0.02% 255
2017
Q4 		$19K Buy
+180
New +$19.1K 0.02% 258

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

Marino Stram & Associates's IEF Position: Q1 2019 in Review

Marino Stram & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 185 shares — an estimated $19K sold.

Marino Stram & Associates first reported a position in IEF in Q4 2017 and held it in 5 quarters. The position peaked at $19K in Q4 2018. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

  • Marino Stram & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 185 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $19K.
  • Marino Stram & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
  • Marino Stram & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $19K in Q4 2018.
  • 448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on Marino Stram & Associates's 13F filing for Q1 2019, filed 14 May 2019.