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National Planning Corporation’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

National Planning Corporation’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
2018
Q1 		– Sell
-38
Closed -$4.02K – 14
2017
Q4 		$4.02K Sell
38
-11,597
-100% -$1.23M 0.55% 37
2017
Q3 		$1.24M Buy
11,635
+3,070
+36% +$329K 0.1% 205
2017
Q2 		$908K Sell
8,565
-1,215
-12% -$130K 0.07% 266
2017
Q1 		$1.03M Sell
9,780
-713
-7% -$74.9K 0.08% 237
2016
Q4 		$1.1M Sell
10,493
-2,968
-22% -$319K 0.09% 219
2016
Q3 		$1.48M Sell
13,461
-14,861
-52% -$1.67M 0.12% 182
2016
Q2 		$3.18M Buy
28,322
+12,133
+75% +$1.34M 0.25% 92
2016
Q1 		$1.79M Buy
16,189
+1,757
+12% +$192K 0.16% 146
2015
Q4 		$1.58M Buy
14,432
+5,880
+69% +$627K 0.13% 185
2015
Q3 		$908K Buy
8,552
+6,456
+308% +$686K 0.08% 227
2015
Q2 		$224K Sell
2,096
-5,790
-73% -$617K 0.02% 549
2015
Q1 		$839K Buy
7,886
+3,472
+79% +$375K 0.07% 238
2014
Q4 		$476K Buy
4,414
+1,928
+78% +$203K 0.03% 417
2014
Q3 		$258K Buy
+2,486
New +$258K 0.02% 597
2014
Q1 		– Sell
-45,028
Closed -$4.46M – 732
2013
Q4 		$4.46M Sell
45,028
-86,644
-66% -$8.79M 0.4% 58
2013
Q3 		$13.4M Buy
131,672
+125,185
+1,930% +$12.7M 1.3% 11
2013
Q2 		$665K Buy
+6,487
New +$691K 0.08% 239

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

National Planning Corporation's IEF Position: Q1 2018 in Review

National Planning Corporation sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 38 shares — an estimated $4.02K sold.

National Planning Corporation first reported a position in IEF in Q2 2013 and held it in 17 quarters. The position peaked at $13.4M in Q3 2013. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

  • National Planning Corporation reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 38 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $4.02K.
  • National Planning Corporation first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 17 quarters.
  • National Planning Corporation's iShares 7-10 Year Treasury Bond ETF position peaked at $13.4M in Q3 2013.
  • 396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.