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Mitchell Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mitchell Group’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
Q1 		– Sell
-15,481
Closed -$358K – 29
2016
Q4 		$358K Sell
15,481
-3,933
-20% -$422K 0.04% 27
2016
Q3 		$399K Sell
19,414
-6,462
-25% -$724K 0.04% 27
2016
Q2 		$483K Buy
+25,876
New +$2.86M 0.05% 27

Other funds holding IEF

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.96% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Mitchell Group's IEF Position: Q1 2017 in Review

Mitchell Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2017, closing a stake of 15,481 shares — an estimated $358K sold.

Mitchell Group first reported a position in IEF in Q2 2016 and held it in 3 quarters. The position peaked at $483K in Q2 2016. 358 funds tracked by Wall St. Rank hold IEF as of Q1 2017.

  • Mitchell Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Mitchell Group sold 15,481 iShares 7-10 Year Treasury Bond ETF shares in Q1 2017, an estimated $358K.
  • Mitchell Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 3 quarters.
  • Mitchell Group's iShares 7-10 Year Treasury Bond ETF position peaked at $483K in Q2 2016.
  • 358 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2017.

Based on Mitchell Group's 13F filing for Q1 2017, filed 12 May 2017.