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

SEI 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
2018 Q3	–	Sell	-3,972	Closed	-$407K	–	2917
2018 Q2	$407K	Buy	3,972 +3,441	+648%	+$350K	﹤0.01%	1862
2018 Q1	$55K	Buy	531 +245	+86%	+$25.2K	﹤0.01%	2333
2017 Q4	$30K	Sell	286 -91	-24%	-$9.65K	﹤0.01%	2487
2017 Q3	$40K	Buy	377 +308	+446%	+$33K	﹤0.01%	2326
2017 Q2	$7K	Sell	69 -135	-66%	-$14.4K	﹤0.01%	2667
2017 Q1	$22K	Sell	204 -317	-61%	-$33.3K	﹤0.01%	2315
2016 Q4	$55K	Buy	+521	New	+$56K	﹤0.01%	2126
2016 Q3	–	Sell	-54	Closed	-$6K	–	2920
2016 Q2	$6K	Buy	+54	New	+$5.97K	﹤0.01%	2354
2016 Q1	–	Sell	-79	Closed	-$8K	–	2557
2015 Q4	$8K	Buy	79 +75	+1,875%	+$8K	﹤0.01%	2247
2015 Q3	$0	Sell	4 -118	-97%	-$12.5K	﹤0.01%	2531
2015 Q2	$13K	Sell	122 -6	-5%	-$639	﹤0.01%	1872
2015 Q1	$14K	Buy	128 +40	+45%	+$4.32K	﹤0.01%	1860
2014 Q4	$9K	Buy	+88	New	+$9.28K	﹤0.01%	1892

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments's IEF Position: Q3 2018 in Review

SEI Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2018, closing a stake of 3,972 shares — an estimated $407K sold.

SEI Investments first reported a position in IEF in Q4 2014 and held it in 13 quarters. The position peaked at $407K in Q2 2018. 378 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

SEI Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 3,972 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $407K.
SEI Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 13 quarters.
SEI Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $407K in Q2 2018.
378 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.