Simply Money Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Simply Money Advisors’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	$881K	Sell	8,539 -3,347	-28%	-$345K	0.12%	28
2017 Q4	$1.25M	Sell	11,886 -2,685	-18%	-$285K	0.16%	27
2017 Q3	$1.55M	Sell	14,571 -2,450	-14%	-$263K	0.21%	28
2017 Q2	$1.81M	Buy	17,021 +194	+1%	+$20.7K	0.25%	28
2017 Q1	$1.78M	Sell	16,827 -3,126	-16%	-$328K	0.25%	24
2016 Q4	$2.09M	Buy	19,953 +7,936	+66%	+$852K	0.3%	25
2016 Q3	$1.34M	Buy	12,017 +8,045	+203%	+$902K	0.21%	23
2016 Q2	$449K	Buy	+3,972	New	+$439K	0.07%	23
2013 Q4	–	Sell	-131	Closed	-$13K	–	115
2013 Q3	$13K	Sell	131 -338,112	-100%	-$34.2M	﹤0.01%	56
2013 Q2	$34.7M	Buy	+338,243	New	+$36M	6.18%	4

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

Simply Money Advisors's IEF Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 28% in Q1 2018, selling an estimated $345K and leaving 8,539 shares worth $881K. The position accounts for 0.12% of the portfolio, ranked #28.

Simply Money Advisors first reported a position in IEF in Q2 2013 and has held it in 10 quarters since. The position peaked at $34.7M in Q2 2013. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

Simply Money Advisors held 8,539 shares of iShares 7-10 Year Treasury Bond ETF worth $881K as of Q1 2018.
Simply Money Advisors sold 3,347 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $345K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Simply Money Advisors's portfolio in Q1 2018, its #28 holding.
Simply Money Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 10 quarters since.
Simply Money Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $34.7M in Q2 2013.
396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.