Strid Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Strid Group’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 Q3	–	Sell	-103,247	Closed	-$11.7M	–	36
2016 Q2	$11.7M	Sell	103,247 -14,489	-12%	-$1.6M	4.92%	7
2016 Q1	$13M	Sell	117,736 -391	-0.3%	-$42.6K	8.35%	2
2015 Q4	$12.5M	Buy	+118,127	New	+$12.6M	5.3%	8

Other funds holding IEF

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Strid Group's IEF Position: Q3 2016 in Review

Strid Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2016, closing a stake of 103,247 shares — an estimated $11.7M sold.

Strid Group first reported a position in IEF in Q4 2015 and held it in 3 quarters. The position peaked at $13M in Q1 2016. 359 funds tracked by Wall St. Rank hold IEF as of Q3 2016.

Strid Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
Strid Group sold 103,247 iShares 7-10 Year Treasury Bond ETF shares in Q3 2016, an estimated $11.7M.
Strid Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 3 quarters.
Strid Group's iShares 7-10 Year Treasury Bond ETF position peaked at $13M in Q1 2016.
359 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2016.

Based on Strid Group's 13F filing for Q3 2016, filed 8 Nov 2016.