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Sensible Financial Planning & Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sensible Financial Planning & Management’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
2015
Q3 		– Sell
-66
Closed -$7K – 77
2015
Q2 		$7K Buy
+66
New +$7.03K 0.01% 62
2015
Q1 		– Sell
-439
Closed -$47K – 44
2014
Q4 		$47K Hold
439
– – 0.05% 42
2014
Q3 		$45K Buy
+439
New +$45.5K 0.04% 39

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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 $851M AUM 5.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sensible Financial Planning & Management's IEF Position: Q3 2015 in Review

Sensible Financial Planning & Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2015, closing a stake of 66 shares — an estimated $7K sold.

Sensible Financial Planning & Management first reported a position in IEF in Q3 2014 and held it in 3 quarters. The position peaked at $47K in Q4 2014. 278 funds tracked by Wall St. Rank hold IEF as of Q3 2015.

  • Sensible Financial Planning & Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 66 iShares 7-10 Year Treasury Bond ETF shares in Q3 2015, an estimated $7K.
  • Sensible Financial Planning & Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and held it in 3 quarters.
  • Sensible Financial Planning & Management's iShares 7-10 Year Treasury Bond ETF position peaked at $47K in Q4 2014.
  • 278 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2015, filed 6 Nov 2015.