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

Vantage 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 Q3	$22K	Hold	214	–	–	﹤0.01%	416
2018 Q2	$22K	Hold	214	–	–	0.01%	405
2018 Q1	$22K	Sell	214 -187	-47%	-$19.3K	0.01%	410
2017 Q4	$42K	Hold	401	–	–	0.01%	320
2017 Q3	$43K	Hold	401	–	–	0.01%	300
2017 Q2	$43K	Sell	401 -830	-67%	-$88.6K	0.01%	286
2017 Q1	$130K	Hold	1,231	–	–	0.04%	156
2016 Q4	$129K	Sell	1,231 -22	-2%	-$2.36K	0.05%	145
2016 Q3	$140K	Sell	1,253 -398	-24%	-$44.6K	0.06%	128
2016 Q2	$161K	Buy	1,651 +750	+83%	+$82.9K	0.07%	131
2016 Q1	$99K	Sell	901 -84	-9%	-$9.16K	0.04%	163
2015 Q4	$104K	Buy	985 +84	+9%	+$8.96K	0.05%	156
2015 Q3	$97K	Hold	901	–	–	0.05%	151
2015 Q2	$95K	Sell	901 -401	-31%	-$42.7K	0.05%	172
2015 Q1	$141K	Buy	1,302 +522	+67%	+$56.3K	0.04%	192
2014 Q4	$83K	Hold	780	–	–	0.05%	189
2014 Q3	$81K	Hold	780	–	–	0.05%	185
2014 Q2	$81K	Sell	780 -110	-12%	-$11.3K	0.05%	187
2014 Q1	$91K	Hold	890	–	–	0.06%	167
2013 Q4	$88K	Buy	+890	New	+$90.3K	0.06%	165

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vantage Investment Advisors's IEF Position: Q3 2018 in Review

Vantage Investment Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2018 at 214 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Vantage Investment Advisors first reported a position in IEF in Q4 2013 and has held it in 20 quarters since. The position peaked at $161K in Q2 2016. 378 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

Vantage Investment Advisors held 214 shares of iShares 7-10 Year Treasury Bond ETF worth $22K as of Q3 2018.
Vantage Investment Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2018.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #416 holding.
Vantage Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and has held it in 20 quarters since.
Vantage Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $161K in Q2 2016.
378 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.