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St. Johns Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

St. Johns Investment 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
Q2 		– Sell
-45
Closed -$5K – 150
2015
Q1 		$5K Buy
+45
New +$4.86K ﹤0.01% 125

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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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

St. Johns Investment Management's IEF Position: Q2 2015 in Review

St. Johns Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2015, closing a stake of 45 shares — an estimated $5K sold.

St. Johns Investment Management first reported a position in IEF in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 251 funds tracked by Wall St. Rank hold IEF as of Q2 2015.

  • St. Johns Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2015 after selling out during the quarter.
  • St. Johns Investment Management sold 45 iShares 7-10 Year Treasury Bond ETF shares in Q2 2015, an estimated $5K.
  • St. Johns Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and held it in 1 quarter.
  • St. Johns Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5K in Q1 2015.
  • 251 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2015.

Based on St. Johns Investment Management's 13F filing for Q2 2015, filed 16 Jul 2015.