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

Threshold 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
2017 Q3	$383K	Hold	3,598	–	–	0.31%	36
2017 Q2	$384K	Sell	3,598 -3,598	-50%	-$384K	0.34%	30
2017 Q1	$760K	Hold	7,196	–	–	0.73%	24
2016 Q4	$754K	Sell	7,196 -7,163	-50%	-$769K	0.66%	27
2016 Q3	$1.61M	Buy	14,359 +2,667	+23%	+$299K	1.55%	19
2016 Q2	$1.32M	Buy	+11,692	New	+$1.29M	1.32%	19

Other funds holding IEF

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Threshold Group's IEF Position: Q3 2017 in Review

Threshold Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2017 at 3,598 shares worth $383K. The position accounts for 0.31% of the portfolio, ranked #36.

Threshold Group first reported a position in IEF in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.61M in Q3 2016. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

Threshold Group held 3,598 shares of iShares 7-10 Year Treasury Bond ETF worth $383K as of Q3 2017.
Threshold Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2017.
iShares 7-10 Year Treasury Bond ETF made up 0.31% of Threshold Group's portfolio in Q3 2017, its #36 holding.
Threshold Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 6 quarters since.
Threshold Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.61M in Q3 2016.
363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.