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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 – 736
2016
Q2 		$377K Buy
+3,339
New +$369K 0.01% 509
2015
Q3 		– Sell
-2,019
Closed -$212K – 731
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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