New England Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

New England Securities’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
2014 Q4	$41K	Buy	388 +1	+0.3%	+$105	0.01%	648
2014 Q3	$40K	Sell	387 -217	-36%	-$22.5K	0.01%	681
2014 Q2	$63K	Buy	604 +261	+76%	+$26.8K	0.02%	551
2014 Q1	$35K	Sell	343 -100	-23%	-$10.2K	0.01%	652
2013 Q4	$44K	Buy	443 +100	+29%	+$10.1K	0.02%	571
2013 Q3	$35K	Sell	343 -161	-32%	-$16.3K	0.02%	588
2013 Q2	$52K	Buy	+504	New	+$53.7K	0.03%	426

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

New England Securities's IEF Position: Q4 2014 in Review

New England Securities increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.26% in Q4 2014, buying an estimated $105 and bringing the position to 388 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #648.

New England Securities first reported a position in IEF in Q2 2013 and has held it in 7 quarters since. The position peaked at $63K in Q2 2014. 262 funds tracked by Wall St. Rank hold IEF as of Q4 2014.

New England Securities held 388 shares of iShares 7-10 Year Treasury Bond ETF worth $41K as of Q4 2014.
New England Securities bought 1 iShares 7-10 Year Treasury Bond ETF share in Q4 2014, an estimated $105.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of New England Securities's portfolio in Q4 2014, its #648 holding.
New England Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 7 quarters since.
New England Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $63K in Q2 2014.
262 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.