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Pathway Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pathway Financial Advisors’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
-2
Closed – – 218
2018
Q2 		$0 Hold
2
– – ﹤0.01% 424
2018
Q1 		$0 Hold
2
– – ﹤0.01% 445
2017
Q4 		$0 Buy
+2
New +$212 ﹤0.01% 459

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathway Financial Advisors's IEF Position: Q3 2018 in Review

Pathway Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2018, closing a stake of 2 shares.

Pathway Financial Advisors first reported a position in IEF in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q2 2018. 379 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

  • Pathway Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 2 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018.
  • Pathway Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $0 in Q2 2018.
  • 379 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.