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

Moab Capital 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
2017
Q2 		– Sell
-166,200
Closed -$17.5M – 26
2017
Q1 		$17.5M Buy
166,200
+46,600
+39% +$4.89M 4.78% 9
2016
Q4 		$12.5M Buy
+119,600
New +$12.8M 4.19% 9

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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
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

Moab Capital Partners's IEF Position: Q2 2017 in Review

Moab Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2017, closing a stake of 166,200 shares — an estimated $17.5M sold.

Moab Capital Partners first reported a position in IEF in Q4 2016 and held it in 2 quarters. The position peaked at $17.5M in Q1 2017. 369 funds tracked by Wall St. Rank hold IEF as of Q2 2017.

  • Moab Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Moab Capital Partners sold 166,200 iShares 7-10 Year Treasury Bond ETF shares in Q2 2017, an estimated $17.5M.
  • Moab Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 2 quarters.
  • Moab Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $17.5M in Q1 2017.
  • 369 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2017.

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