Oxford Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Oxford Asset 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
2018 Q3	–	Sell	-18,731	Closed	-$1.92M	–	1794
2018 Q2	$1.92M	Sell	18,731 -602	-3%	-$61.3K	0.04%	690
2018 Q1	$2M	Buy	+19,333	New	+$1.99M	0.04%	581

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Oxford Asset Management's IEF Position: Q3 2018 in Review

Oxford Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2018, closing a stake of 18,731 shares — an estimated $1.92M sold.

Oxford Asset Management first reported a position in IEF in Q1 2018 and held it in 2 quarters. The position peaked at $2M in Q1 2018. 379 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

Oxford Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Oxford Asset Management sold 18,731 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $1.92M.
Oxford Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and held it in 2 quarters.
Oxford Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2M in Q1 2018.
379 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on Oxford Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.