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

NatWest 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	-6,450	Closed	-$676K	–	113
2016 Q4	$676K	Hold	6,450	–	–	0.18%	69
2016 Q3	$722K	Sell	6,450 -6,956	-52%	-$780K	0.17%	69
2016 Q2	$1.51M	Hold	13,406	–	–	0.38%	48
2016 Q1	$1.48M	Buy	13,406 +4,900	+58%	+$534K	0.33%	50
2015 Q4	$898K	Sell	8,506 -2,910	-25%	-$310K	0.18%	75
2015 Q3	$1.23M	Sell	11,416 -1,723	-13%	-$183K	0.03%	177
2015 Q2	$1.38M	Hold	13,139	–	–	0.02%	170
2015 Q1	$1.42M	Hold	13,139	–	–	0.02%	191
2014 Q4	$1.39M	Buy	13,139 +480	+4%	+$50.6K	0.01%	192
2014 Q3	$1.31M	Sell	12,659 -10,395	-45%	-$1.08M	0.01%	228
2014 Q2	$2.39M	Sell	23,054 -1,105	-5%	-$113K	0.1%	169
2014 Q1	$2.46M	Buy	24,159 +2,890	+14%	+$293K	0.11%	160
2013 Q4	$2.11M	Sell	21,269 -1,650	-7%	-$167K	0.05%	269
2013 Q3	$2.34M	Buy	+22,919	New	+$2.32M	0.07%	234

Other funds holding IEF

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 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

NatWest Group's IEF Position: Q1 2017 in Review

NatWest Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2017, closing a stake of 6,450 shares — an estimated $676K sold.

NatWest Group first reported a position in IEF in Q3 2013 and held it in 14 quarters. The position peaked at $2.46M in Q1 2014. 358 funds tracked by Wall St. Rank hold IEF as of Q1 2017.

NatWest Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
NatWest Group sold 6,450 iShares 7-10 Year Treasury Bond ETF shares in Q1 2017, an estimated $676K.
NatWest Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 14 quarters.
NatWest Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.46M in Q1 2014.
358 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2017.

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