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

Thomaspartners’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
2017 Q2	–	Sell	-2,229	Closed	-$235K	–	78
2017 Q1	$235K	Buy	+2,229	New	+$234K	﹤0.01%	74
2016 Q2	–	Sell	-1,943	Closed	-$214K	–	84
2016 Q1	$214K	Buy	+1,943	New	+$212K	﹤0.01%	82
2013 Q3	–	Sell	-1,338	Closed	-$137K	–	156
2013 Q2	$137K	Buy	+1,338	New	+$143K	0.01%	145

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Thomaspartners's IEF Position: Q2 2017 in Review

Thomaspartners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2017, closing a stake of 2,229 shares — an estimated $235K sold.

Thomaspartners first reported a position in IEF in Q2 2013 and held it in 3 quarters. The position peaked at $235K in Q1 2017. 369 funds tracked by Wall St. Rank hold IEF as of Q2 2017.

Thomaspartners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
Thomaspartners sold 2,229 iShares 7-10 Year Treasury Bond ETF shares in Q2 2017, an estimated $235K.
Thomaspartners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
Thomaspartners's iShares 7-10 Year Treasury Bond ETF position peaked at $235K in Q1 2017.
369 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2017.

Based on Thomaspartners's 13F filing for Q2 2017, filed 11 Aug 2017.