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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 – 272
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return