NES
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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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return