Newfound Research’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Newfound Research’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
2019 Q1	–	Sell	-54	Closed	-$5.65K	–	179
2018 Q4	$6K	Sell	54 -10	-16%	-$1.01K	﹤0.01%	31
2018 Q3	$6K	Buy	64 +6	+10%	+$612	﹤0.01%	65
2018 Q2	$6K	Hold	58	–	–	﹤0.01%	51
2018 Q1	$6K	Buy	58 +6	+12%	+$618	﹤0.01%	55
2017 Q4	$6K	Hold	52	–	–	﹤0.01%	70
2017 Q3	$6K	Sell	52 -18	-26%	-$1.93K	﹤0.01%	66
2017 Q2	$7K	Hold	70	–	–	﹤0.01%	70
2017 Q1	$7K	Buy	70 +19	+37%	+$2K	0.01%	70
2016 Q4	$5K	Buy	51 +6	+13%	+$645	﹤0.01%	66
2016 Q3	$5K	Hold	45	–	–	﹤0.01%	72
2016 Q2	$5K	Buy	45 +1	+2%	+$111	0.01%	66
2016 Q1	$5K	Sell	44 -3	-6%	-$327	0.01%	54
2015 Q4	$5K	Buy	+47	New	+$5.01K	0.01%	65

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USAA

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

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

Newfound Research's IEF Position: Q1 2019 in Review

Newfound Research sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 54 shares — an estimated $5.65K sold.

Newfound Research first reported a position in IEF in Q4 2015 and held it in 13 quarters. The position peaked at $7K in Q2 2017. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

Newfound Research reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Newfound Research sold 54 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $5.65K.
Newfound Research first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 13 quarters.
Newfound Research's iShares 7-10 Year Treasury Bond ETF position peaked at $7K in Q2 2017.
448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on Newfound Research's 13F filing for Q1 2019, filed 14 May 2019.