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Parametric Portfolio Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Parametric Portfolio Associates’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
-98,736
Closed -$9.73M – 3786
2016
Q2 		$9.73M Buy
+98,736
New +$10.9M 0.02% 935

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

Parametric Portfolio Associates's IEF Position: Q3 2016 in Review

Parametric Portfolio Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2016, closing a stake of 98,736 shares — an estimated $9.73M sold.

Parametric Portfolio Associates first reported a position in IEF in Q2 2016 and held it in 1 quarter. The position peaked at $9.73M in Q2 2016. 359 funds tracked by Wall St. Rank hold IEF as of Q3 2016.

  • Parametric Portfolio Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Parametric Portfolio Associates sold 98,736 iShares 7-10 Year Treasury Bond ETF shares in Q3 2016, an estimated $9.73M.
  • Parametric Portfolio Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 1 quarter.
  • Parametric Portfolio Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $9.73M in Q2 2016.
  • 359 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2016.

Based on Parametric Portfolio Associates's 13F filing for Q3 2016, filed 14 Nov 2016.