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

TrueWealth LLC’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 Q1	–	Sell	-124	Closed	-$13K	–	742
2018 Q4	$13K	Sell	124 -321	-72%	-$32.5K	0.01%	406
2018 Q3	$45K	Hold	445	–	–	0.02%	282
2018 Q2	$46K	Hold	445	–	–	0.02%	272
2018 Q1	$46K	Hold	445	–	–	0.02%	264
2017 Q4	$47K	Buy	+445	New	+$47.2K	0.02%	293

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TrueWealth LLC's IEF Position: Q1 2019 in Review

TrueWealth LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 124 shares — an estimated $13K sold.

TrueWealth LLC first reported a position in IEF in Q4 2017 and held it in 5 quarters. The position peaked at $47K in Q4 2017. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

TrueWealth LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
TrueWealth LLC sold 124 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $13K.
TrueWealth LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
TrueWealth LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $47K in Q4 2017.
448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.