Segall Bryant & Hamill’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Segall Bryant & Hamill’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 Q2	–	Sell	-2,797	Closed	-$309K	–	554
2016 Q1	$309K	Hold	2,797	–	–	0.01%	480
2015 Q4	$295K	Buy	+2,797	New	+$298K	0.01%	473
2014 Q2	–	Sell	-2,010	Closed	-$204K	–	566
2014 Q1	$204K	Buy	+2,010	New	+$204K	﹤0.01%	557

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Segall Bryant & Hamill's IEF Position: Q2 2016 in Review

Segall Bryant & Hamill sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2016, closing a stake of 2,797 shares — an estimated $309K sold.

Segall Bryant & Hamill first reported a position in IEF in Q1 2014 and held it in 3 quarters. The position peaked at $309K in Q1 2016. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

Segall Bryant & Hamill reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
Segall Bryant & Hamill sold 2,797 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $309K.
Segall Bryant & Hamill first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 3 quarters.
Segall Bryant & Hamill's iShares 7-10 Year Treasury Bond ETF position peaked at $309K in Q1 2016.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on Segall Bryant & Hamill's 13F filing for Q2 2016, filed 10 Aug 2016.