Tradewinds Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tradewinds Capital Management’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	–	Sell	-310	Closed	-$34K	–	647
2016 Q1	$34K	Buy	310 +290	+1,450%	+$31.6K	0.02%	261
2015 Q4	$2K	Hold	20	–	–	﹤0.01%	535
2015 Q3	$2K	Buy	+20	New	+$2.12K	﹤0.01%	534

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 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

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

Tradewinds Capital Management's IEF Position: Q2 2016 in Review

Tradewinds Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2016, closing a stake of 310 shares — an estimated $34K sold.

Tradewinds Capital Management first reported a position in IEF in Q3 2015 and held it in 3 quarters. The position peaked at $34K in Q1 2016. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

Tradewinds Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
Tradewinds Capital Management sold 310 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $34K.
Tradewinds Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 3 quarters.
Tradewinds Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $34K in Q1 2016.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on Tradewinds Capital Management's 13F filing for Q2 2016, filed 29 Jul 2016.