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New York Life Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

New York Life Investment Management’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
Q3 		– Sell
-129,371
Closed -$14.6M – 47
2016
Q2 		$14.6M Buy
129,371
+3,900
+3% +$431K 1.63% 17
2016
Q1 		$13.8M Sell
125,471
-3,900
-3% -$425K 2.07% 15
2015
Q4 		$13.7M Sell
129,371
-155,319
-55% -$16.6M 2.03% 14
2015
Q3 		$30.7M Sell
284,690
-262,986
-48% -$27.9M 2.87% 8
2015
Q2 		$57.5M Buy
547,676
+163,502
+43% +$17.4M 6.52% 1
2015
Q1 		$41.6M Buy
384,174
+254,103
+195% +$27.4M 4.68% 4
2014
Q4 		$13.8M Sell
130,071
-200
-0.2% -$21.1K 1.65% 16
2014
Q3 		$13.5M Buy
130,271
+300
+0.2% +$31.1K 2.22% 13
2014
Q2 		$13.5M Buy
129,971
+2,600
+2% +$267K 2.28% 12
2014
Q1 		$13M Buy
127,371
+2,400
+2% +$244K 2.74% 12
2013
Q4 		$12.4M Sell
124,971
-50,178
-29% -$5.09M 3.1% 11
2013
Q3 		$17.9M Sell
175,149
-79,837
-31% -$8.07M 5.49% 3
2013
Q2 		$26.1M Buy
+254,986
New +$27.2M 8.34% 1

Other funds holding IEF

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

New York Life Investment Management's IEF Position: Q3 2016 in Review

New York Life Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2016, closing a stake of 129,371 shares — an estimated $14.6M sold.

New York Life Investment Management first reported a position in IEF in Q2 2013 and held it in 13 quarters. The position peaked at $57.5M in Q2 2015. 359 funds tracked by Wall St. Rank hold IEF as of Q3 2016.

  • New York Life Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • New York Life Investment Management sold 129,371 iShares 7-10 Year Treasury Bond ETF shares in Q3 2016, an estimated $14.6M.
  • New York Life Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 13 quarters.
  • New York Life Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $57.5M in Q2 2015.
  • 359 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2016.

Based on New York Life Investment Management's 13F filing for Q3 2016, filed 8 Nov 2016.