QA
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Quantitative Advantage’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quantitative Advantage’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
Q1 		– Sell
-59,275
Closed -$6.26M – 57
2017
Q4 		$6.26M Sell
59,275
-1,021
-2% -$108K 1.86% 21
2017
Q3 		$6.42M Sell
60,296
-2,458
-4% -$263K 1.98% 19
2017
Q2 		$6.69M Buy
62,754
+50,717
+421% +$5.42M 2.11% 18
2017
Q1 		$1.27M Sell
12,037
-3,419
-22% -$359K 0.4% 47
2016
Q4 		$1.62M Sell
15,456
-63,390
-80% -$6.81M 0.49% 44
2016
Q3 		$8.82M Buy
78,846
+14,365
+22% +$1.61M 2.68% 11
2016
Q2 		$7.28M Buy
64,481
+1,497
+2% +$166K 2.15% 14
2016
Q1 		$6.95M Sell
62,984
-1,056
-2% -$115K 2.04% 17
2015
Q4 		$6.76M Sell
64,040
-1,871
-3% -$199K 1.92% 20
2015
Q3 		$7.11M Sell
65,911
-26,792
-29% -$2.85M 2.01% 16
2015
Q2 		$9.73M Sell
92,703
-2,860
-3% -$305K 2.51% 16
2015
Q1 		$10.4M Sell
95,563
-8,449
-8% -$912K 2.64% 14
2014
Q4 		$11M Buy
104,012
+73,199
+238% +$7.72M 2.75% 10
2014
Q3 		$3.19M Buy
+30,813
New +$3.19M 0.8% 35
2013
Q4 		– Sell
-76,838
Closed -$7.85M – 46
2013
Q3 		$7.85M Buy
+76,838
New +$7.77M 1.91% 18

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Quantitative Advantage's IEF Position: Q1 2018 in Review

Quantitative Advantage sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 59,275 shares — an estimated $6.26M sold.

Quantitative Advantage first reported a position in IEF in Q3 2013 and held it in 15 quarters. The position peaked at $11M in Q4 2014. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

  • Quantitative Advantage reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Quantitative Advantage sold 59,275 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $6.26M.
  • Quantitative Advantage first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 15 quarters.
  • Quantitative Advantage's iShares 7-10 Year Treasury Bond ETF position peaked at $11M in Q4 2014.
  • 396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on Quantitative Advantage's 13F filing for Q1 2018, filed 7 May 2018.