UBP Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

UBP Investment Advisors’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
2018 Q4	–	Sell	-7,862	Closed	-$795K	–	49
2018 Q3	$795K	Hold	7,862	–	–	0.76%	33
2018 Q2	$800K	Buy	+7,862	New	+$801K	0.94%	28
2018 Q1	–	Sell	-7,862	Closed	-$830K	–	50
2017 Q4	$830K	Buy	+7,862	New	+$834K	0.98%	30

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

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

WCM

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBP Investment Advisors's IEF Position: Q4 2018 in Review

UBP Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2018, closing a stake of 7,862 shares — an estimated $795K sold.

UBP Investment Advisors first reported a position in IEF in Q4 2017 and held it in 3 quarters. The position peaked at $830K in Q4 2017. 435 funds tracked by Wall St. Rank hold IEF as of Q4 2018.

UBP Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
UBP Investment Advisors sold 7,862 iShares 7-10 Year Treasury Bond ETF shares in Q4 2018, an estimated $795K.
UBP Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
UBP Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $830K in Q4 2017.
435 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2018.

Based on UBP Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.