Virtus Investment Advisers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Virtus Investment Advisers’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	–	Sell	-450	Closed	-$49K	–	15
2015 Q3	$49K	Buy	+450	New	+$47.8K	0.12%	14
2015 Q2	–	Sell	-2,370	Closed	-$257K	–	27
2015 Q1	$257K	Buy	2,370 +1,910	+415%	+$206K	0.17%	15
2014 Q4	$49K	Sell	460 -1,190	-72%	-$125K	0.03%	17
2014 Q3	$171K	Buy	+1,650	New	+$171K	0.08%	20
2014 Q2	–	Sell	-330	Closed	-$34K	–	31
2014 Q1	$34K	Sell	330 -1,330	-80%	-$135K	0.02%	27
2013 Q4	$165K	Buy	+1,660	New	+$168K	0.07%	18
2013 Q3	–	Sell	-1,650	Closed	-$169K	–	27
2013 Q2	$169K	Buy	+1,650	New	+$176K	0.08%	18

Other funds holding IEF

WIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virtus Investment Advisers's IEF Position: Q4 2015 in Review

Virtus Investment Advisers sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2015, closing a stake of 450 shares — an estimated $49K sold.

Virtus Investment Advisers first reported a position in IEF in Q2 2013 and held it in 7 quarters. The position peaked at $257K in Q1 2015. 307 funds tracked by Wall St. Rank hold IEF as of Q4 2015.

Virtus Investment Advisers reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
Virtus Investment Advisers sold 450 iShares 7-10 Year Treasury Bond ETF shares in Q4 2015, an estimated $49K.
Virtus Investment Advisers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 7 quarters.
Virtus Investment Advisers's iShares 7-10 Year Treasury Bond ETF position peaked at $257K in Q1 2015.
307 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2015.

Based on Virtus Investment Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.