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RBO & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RBO & Co’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
2016
Q1 		– Sell
-22,700
Closed -$2.4M – 57
2015
Q4 		$2.4M Buy
+22,700
New +$2.42M 0.73% 42

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

RBO & Co's IEF Position: Q1 2016 in Review

RBO & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2016, closing a stake of 22,700 shares — an estimated $2.4M sold.

RBO & Co first reported a position in IEF in Q4 2015 and held it in 1 quarter. The position peaked at $2.4M in Q4 2015. 344 funds tracked by Wall St. Rank hold IEF as of Q1 2016.

  • RBO & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • RBO & Co sold 22,700 iShares 7-10 Year Treasury Bond ETF shares in Q1 2016, an estimated $2.4M.
  • RBO & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 1 quarter.
  • RBO & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $2.4M in Q4 2015.
  • 344 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2016.

Based on RBO & Co's 13F filing for Q1 2016, filed 10 May 2016.