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Spruce Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Spruce Investment 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
2016
Q1 		– Sell
-98,391
Closed -$10.4M – 34
2015
Q4 		$10.4M Sell
98,391
-321
-0.3% -$34.2K 7.69% 2
2015
Q3 		$10.6M Buy
+98,712
New +$10.5M 3.28% 13

Other funds holding IEF

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Spruce Investment Advisors's IEF Position: Q1 2016 in Review

Spruce Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2016, closing a stake of 98,391 shares — an estimated $10.4M sold.

Spruce Investment Advisors first reported a position in IEF in Q3 2015 and held it in 2 quarters. The position peaked at $10.6M in Q3 2015. 344 funds tracked by Wall St. Rank hold IEF as of Q1 2016.

  • Spruce Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Spruce Investment Advisors sold 98,391 iShares 7-10 Year Treasury Bond ETF shares in Q1 2016, an estimated $10.4M.
  • Spruce Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 2 quarters.
  • Spruce Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $10.6M in Q3 2015.
  • 344 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2016.

Based on Spruce Investment Advisors's 13F filing for Q1 2016, filed 10 May 2016.