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

Veritable’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
2016 Q3	–	Sell	-3,339	Closed	-$377K	–	735
2016 Q2	$377K	Buy	+3,339	New	+$369K	0.01%	509
2015 Q3	–	Sell	-2,019	Closed	-$212K	–	730
2015 Q2	$212K	Sell	2,019 -826	-29%	-$88K	0.01%	677
2015 Q1	$308K	Hold	2,845	–	–	0.01%	737
2014 Q4	$302K	Sell	2,845 -596	-17%	-$62.9K	0.01%	740
2014 Q3	$357K	Buy	3,441 +244	+8%	+$25.3K	0.01%	715
2014 Q2	$331K	Buy	3,197 +632	+25%	+$64.9K	0.01%	732
2014 Q1	$261K	Hold	2,565	–	–	0.01%	775
2013 Q4	$255K	Buy	2,565 +430	+20%	+$43.6K	0.01%	770
2013 Q3	$218K	Buy	+2,135	New	+$216K	0.01%	835

Other funds holding IEF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Veritable's IEF Position: Q3 2016 in Review

Veritable sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2016, closing a stake of 3,339 shares — an estimated $377K sold.

Veritable first reported a position in IEF in Q3 2013 and held it in 9 quarters. The position peaked at $377K in Q2 2016. 359 funds tracked by Wall St. Rank hold IEF as of Q3 2016.

Veritable reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
Veritable sold 3,339 iShares 7-10 Year Treasury Bond ETF shares in Q3 2016, an estimated $377K.
Veritable first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 9 quarters.
Veritable's iShares 7-10 Year Treasury Bond ETF position peaked at $377K in Q2 2016.
359 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2016.

Based on Veritable's 13F filing for Q3 2016, filed 14 Nov 2016.