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

SII 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 Q1	–	Sell	-30,912	Closed	-$3.29M	–	142
2017 Q4	$3.29M	Buy	30,912 +2,076	+7%	+$220K	0.34%	65
2017 Q3	$3.08M	Buy	28,836 +10,139	+54%	+$1.09M	0.18%	113
2017 Q2	$2.01M	Buy	18,697 +14,273	+323%	+$1.52M	0.12%	146
2017 Q1	$471K	Buy	+4,424	New	+$465K	0.03%	348
2014 Q1	–	Sell	-11,061	Closed	-$1.09M	–	431
2013 Q4	$1.09M	Sell	11,061 -23,998	-68%	-$2.44M	0.2%	135
2013 Q3	$3.58M	Buy	+35,059	New	+$3.54M	0.85%	23

Other funds holding IEF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

WCM

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

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

WIM

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

MIH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SII Investments's IEF Position: Q1 2018 in Review

SII Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 30,912 shares — an estimated $3.29M sold.

SII Investments first reported a position in IEF in Q3 2013 and held it in 6 quarters. The position peaked at $3.58M in Q3 2013. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

SII Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
SII Investments sold 30,912 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $3.29M.
SII Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 6 quarters.
SII Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $3.58M in Q3 2013.
396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.