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

McKinley 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
2017
Q2 		– Sell
-129
Closed -$14K – 506
2017
Q1 		$14K Hold
129
– – ﹤0.01% 465
2016
Q4 		$14K Hold
129
– – ﹤0.01% 463
2016
Q3 		$14K Buy
+129
New +$14.5K ﹤0.01% 490

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McKinley Capital Management's IEF Position: Q2 2017 in Review

McKinley Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2017, closing a stake of 129 shares — an estimated $14K sold.

McKinley Capital Management first reported a position in IEF in Q3 2016 and held it in 3 quarters. The position peaked at $14K in Q1 2017. 369 funds tracked by Wall St. Rank hold IEF as of Q2 2017.

  • McKinley Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
  • McKinley Capital Management sold 129 iShares 7-10 Year Treasury Bond ETF shares in Q2 2017, an estimated $14K.
  • McKinley Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 3 quarters.
  • McKinley Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14K in Q1 2017.
  • 369 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.