Partnervest Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-2,246	Closed	-$247K	–	271
2019 Q2	$247K	Buy	+2,246	New	+$241K	0.1%	177
2014 Q3	–	Sell	-2,112	Closed	-$219K	–	448
2014 Q2	$219K	Buy	2,112 +1,952	+1,220%	+$200K	0.1%	144
2014 Q1	$16K	Hold	160	–	–	0.01%	556
2013 Q4	$16K	Hold	160	–	–	0.01%	526
2013 Q3	$16K	Hold	160	–	–	0.01%	520
2013 Q2	$16K	Buy	+160	New	+$17K	0.01%	479

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Partnervest Advisory Services's IEF Position: Q3 2019 in Review

Partnervest Advisory Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2019, closing a stake of 2,246 shares — an estimated $247K sold.

Partnervest Advisory Services first reported a position in IEF in Q2 2013 and held it in 6 quarters. The position peaked at $247K in Q2 2019. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

Partnervest Advisory Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Partnervest Advisory Services sold 2,246 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $247K.
Partnervest Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
Partnervest Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $247K in Q2 2019.
519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

Based on Partnervest Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.