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

Placemark Investments’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
2014 Q4	$39.4M	Buy	371,855 +316,749	+575%	+$33.4M	0.7%	17
2014 Q3	$5.71M	Sell	55,106 -688,039	-93%	-$71.3M	0.11%	243
2014 Q2	$77M	Buy	743,145 +690,192	+1,303%	+$70.9M	1.38%	4
2014 Q1	$5.39M	Buy	52,953 +25,175	+91%	+$2.56M	0.1%	222
2013 Q4	$2.75M	Sell	27,778 -19,639	-41%	-$1.99M	0.05%	457
2013 Q3	$4.84M	Sell	47,417 -39,467	-45%	-$3.99M	0.09%	271
2013 Q2	$8.91M	Buy	+86,884	New	+$9.26M	0.19%	131

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Placemark Investments's IEF Position: Q4 2014 in Review

Placemark Investments increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 575% in Q4 2014, buying an estimated $33.4M and bringing the position to 371,855 shares worth $39.4M. The position accounts for 0.7% of the portfolio, ranked #17.

Placemark Investments first reported a position in IEF in Q2 2013 and has held it in 7 quarters since. The position peaked at $77M in Q2 2014. 262 funds tracked by Wall St. Rank hold IEF as of Q4 2014.

Placemark Investments held 371,855 shares of iShares 7-10 Year Treasury Bond ETF worth $39.4M as of Q4 2014.
Placemark Investments bought 316,749 iShares 7-10 Year Treasury Bond ETF shares in Q4 2014, an estimated $33.4M.
iShares 7-10 Year Treasury Bond ETF made up 0.7% of Placemark Investments's portfolio in Q4 2014, its #17 holding.
Placemark Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $77M in Q2 2014.
262 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.