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Strategic Capital Alternatives’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Strategic Capital Alternatives’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
Q3 		$4K Sell
36
-63
-64% -$6.69K ﹤0.01% 275
2015
Q2 		$10K Buy
+99
New +$10.5K ﹤0.01% 465
2014
Q4 		– Sell
-853
Closed -$88K – 203
2014
Q3 		$88K Buy
+853
New +$88.4K 0.03% 181

Other funds holding IEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 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 $1.24B AUM 2.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Capital Alternatives's IEF Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 64% in Q3 2015, selling an estimated $6.69K and leaving 36 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Strategic Capital Alternatives first reported a position in IEF in Q3 2014 and has held it in 3 quarters since. The position peaked at $88K in Q3 2014. 278 funds tracked by Wall St. Rank hold IEF as of Q3 2015.

  • Strategic Capital Alternatives held 36 shares of iShares 7-10 Year Treasury Bond ETF worth $4K as of Q3 2015.
  • Strategic Capital Alternatives sold 63 iShares 7-10 Year Treasury Bond ETF shares in Q3 2015, an estimated $6.69K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #275 holding.
  • Strategic Capital Alternatives first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and has held it in 3 quarters since.
  • Strategic Capital Alternatives's iShares 7-10 Year Treasury Bond ETF position peaked at $88K in Q3 2014.
  • 278 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.