USCA RIA’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

USCA RIA’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	–	Sell	-27,118	Closed	-$2.89M	–	461
2019 Q1	$2.89M	Buy	27,118 +7,818	+41%	+$818K	0.31%	107
2018 Q4	$2.01M	Buy	+19,300	New	+$1.95M	0.27%	121
2017 Q2	–	Sell	-2,800	Closed	-$296K	–	423
2017 Q1	$296K	Buy	+2,800	New	+$294K	0.04%	342
2015 Q3	–	Sell	-1,900	Closed	-$200K	–	379
2015 Q2	$200K	Buy	+1,900	New	+$202K	0.05%	323

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

USCA RIA's IEF Position: Q2 2019 in Review

USCA RIA sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2019, closing a stake of 27,118 shares — an estimated $2.89M sold.

USCA RIA first reported a position in IEF in Q2 2015 and held it in 4 quarters. The position peaked at $2.89M in Q1 2019. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

USCA RIA reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
USCA RIA sold 27,118 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $2.89M.
USCA RIA first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and held it in 4 quarters.
USCA RIA's iShares 7-10 Year Treasury Bond ETF position peaked at $2.89M in Q1 2019.
499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on USCA RIA's 13F filing for Q2 2019, filed 2 Aug 2019.