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

Monetary Management 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
2016
Q4 		– Sell
-2,000
Closed -$224K – 314
2016
Q3 		$224K Hold
2,000
– – 0.1% 137
2016
Q2 		$226K Hold
2,000
– – 0.11% 136
2016
Q1 		$221K Buy
+2,000
New +$218K 0.11% 132

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $374B AUM 17.66% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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 $1.66T AUM 25.57% 1-Year Est. Return

Monetary Management Group's IEF Position: Q4 2016 in Review

Monetary Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2016, closing a stake of 2,000 shares — an estimated $224K sold.

Monetary Management Group first reported a position in IEF in Q1 2016 and held it in 3 quarters. The position peaked at $226K in Q2 2016. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

  • Monetary Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Monetary Management Group sold 2,000 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $224K.
  • Monetary Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
  • Monetary Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $226K in Q2 2016.
  • 356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

Based on Monetary Management Group's 13F filing for Q4 2016, filed 13 Feb 2017.