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

Ronald Blue & 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
2017 Q2	$3.12M	Buy	29,307 +4,186	+17%	+$447K	0.1%	36
2017 Q1	$2.65M	Buy	25,121 +9,059	+56%	+$952K	0.09%	37
2016 Q4	$1.68M	Buy	16,062 +8,938	+125%	+$960K	0.06%	55
2016 Q3	$797K	Buy	7,124 +4,169	+141%	+$467K	0.03%	81
2016 Q2	$334K	Sell	2,955 -321	-10%	-$35.5K	0.02%	136
2016 Q1	$362K	Buy	+3,276	New	+$357K	0.02%	120

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

WIM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ronald Blue & Co's IEF Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q2 2017, buying an estimated $447K and bringing the position to 29,307 shares worth $3.12M. The position accounts for 0.1% of the portfolio, ranked #36.

Ronald Blue & Co first reported a position in IEF in Q1 2016 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold IEF as of Q2 2017.

Ronald Blue & Co held 29,307 shares of iShares 7-10 Year Treasury Bond ETF worth $3.12M as of Q2 2017.
Ronald Blue & Co bought 4,186 iShares 7-10 Year Treasury Bond ETF shares in Q2 2017, an estimated $447K.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Ronald Blue & Co's portfolio in Q2 2017, its #36 holding.
Ronald Blue & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.