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

Tactical Allocation 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
Q2 		$6.32M Buy
+55,954
New +$6.19M 10.1% 3
2013
Q3 		– Sell
-169,889
Closed -$19M – 21
2013
Q2 		$19M Buy
+169,889
New +$18.1M 6.2% 7

Other funds holding IEF

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tactical Allocation Group's IEF Position: Q2 2016 in Review

Tactical Allocation Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2016: 55,954 shares worth $6.32M. The stake represents 10.1% of the portfolio and ranks #3 among its holdings. This is a return to the name: Tactical Allocation Group previously reported a position in IEF as recently as Q2 2013.

Tactical Allocation Group first reported a position in IEF in Q2 2013 and has held it in 2 quarters since. The position peaked at $19M in Q2 2013. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

  • Tactical Allocation Group held 55,954 shares of iShares 7-10 Year Treasury Bond ETF worth $6.32M as of Q2 2016.
  • iShares 7-10 Year Treasury Bond ETF was a new Tactical Allocation Group position in Q2 2016.
  • iShares 7-10 Year Treasury Bond ETF made up 10.1% of Tactical Allocation Group's portfolio in Q2 2016, its #3 holding.
  • Tactical Allocation Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Tactical Allocation Group's iShares 7-10 Year Treasury Bond ETF position peaked at $19M in Q2 2013.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on Tactical Allocation Group's 13F filing for Q2 2016, filed 31 Aug 2016.