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

Valentine Capital Asset 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
2015
Q4 		$5K Buy
+56
New +$5.97K 0.01% 153

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valentine Capital Asset Management's IEF Position: Q4 2015 in Review

Valentine Capital Asset Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2015: 56 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings.

307 funds tracked by Wall St. Rank hold IEF as of Q4 2015.

  • Valentine Capital Asset Management held 56 shares of iShares 7-10 Year Treasury Bond ETF worth $5K as of Q4 2015.
  • iShares 7-10 Year Treasury Bond ETF was a new Valentine Capital Asset Management position in Q4 2015.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Valentine Capital Asset Management's portfolio in Q4 2015, its #153 holding.
  • 307 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2015.

Based on Valentine Capital Asset Management's 13F filing for Q4 2015, filed 17 Feb 2016.