TMD & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TMD & Associates’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
2019 Q2	$9.23M	Buy	83,924 +2,366	+3%	+$254K	6.31%	4
2019 Q1	$8.7M	Buy	+81,558	New	+$8.53M	6.32%	4
2016 Q4	–	Sell	-38,965	Closed	-$4.36M	–	31
2016 Q3	$4.36M	Sell	38,965 -19,912	-34%	-$2.23M	3.83%	11
2016 Q2	$6.65M	Sell	58,877 -26,123	-31%	-$2.89M	5.88%	7
2016 Q1	$9.38M	Buy	85,000 +29,512	+53%	+$3.22M	9.29%	6
2015 Q4	$5.86M	Buy	+55,488	New	+$5.92M	5.37%	7

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

TMD & Associates's IEF Position: Q2 2019 in Review

TMD & Associates increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.9% in Q2 2019, buying an estimated $254K and bringing the position to 83,924 shares worth $9.23M. The position accounts for 6.31% of the portfolio, ranked #4.

TMD & Associates first reported a position in IEF in Q4 2015 and has held it in 6 quarters since. The position peaked at $9.38M in Q1 2016. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

TMD & Associates held 83,924 shares of iShares 7-10 Year Treasury Bond ETF worth $9.23M as of Q2 2019.
TMD & Associates bought 2,366 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $254K.
iShares 7-10 Year Treasury Bond ETF made up 6.31% of TMD & Associates's portfolio in Q2 2019, its #4 holding.
TMD & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 6 quarters since.
TMD & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $9.38M in Q1 2016.
499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on TMD & Associates's 13F filing for Q2 2019, filed 9 Aug 2019.