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PhaseCapital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

PhaseCapital’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
2015
Q3 		– Sell
-21,693
Closed -$2.28M – 11
2015
Q2 		$2.28M Buy
21,693
+14,600
+206% +$1.55M 1.23% 8
2015
Q1 		$769K Buy
+7,093
New +$765K 0.5% 11

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PhaseCapital's IEF Position: Q3 2015 in Review

PhaseCapital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2015, closing a stake of 21,693 shares — an estimated $2.28M sold.

PhaseCapital first reported a position in IEF in Q1 2015 and held it in 2 quarters. The position peaked at $2.28M in Q2 2015. 278 funds tracked by Wall St. Rank hold IEF as of Q3 2015.

  • PhaseCapital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • PhaseCapital sold 21,693 iShares 7-10 Year Treasury Bond ETF shares in Q3 2015, an estimated $2.28M.
  • PhaseCapital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and held it in 2 quarters.
  • PhaseCapital's iShares 7-10 Year Treasury Bond ETF position peaked at $2.28M in Q2 2015.
  • 278 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2015.

Based on PhaseCapital's 13F filing for Q3 2015, filed 27 Oct 2015.