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

SRH 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
Q3 		– Sell
-42
Closed -$4K – 293
2018
Q2 		$4K Buy
+42
New +$4.28K 0.02% 208

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SRH Advisors's IEF Position: Q3 2018 in Review

SRH Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2018, closing a stake of 42 shares — an estimated $4K sold.

SRH Advisors first reported a position in IEF in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 379 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

  • SRH Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • SRH Advisors sold 42 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $4K.
  • SRH Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and held it in 1 quarter.
  • SRH Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $4K in Q2 2018.
  • 379 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on SRH Advisors's 13F filing for Q3 2018, filed 23 Oct 2018.