VSR Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

VSR Financial Services’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 Q2	$5.74M	Buy	50,814 +4,864	+11%	+$538K	0.95%	15
2016 Q1	$5.07M	Buy	45,950 +2,806	+7%	+$306K	0.53%	42
2015 Q4	$4.55M	Sell	43,144 -26,134	-38%	-$2.79M	0.49%	52
2015 Q3	$7.47M	Buy	69,278 +48,051	+226%	+$5.1M	0.85%	19
2015 Q2	$2.23M	Sell	21,227 -1,839	-8%	-$196K	0.24%	113
2015 Q1	$2.5M	Sell	23,066 -12,296	-35%	-$1.33M	0.27%	92
2014 Q4	$3.75M	Buy	35,362 +11,338	+47%	+$1.2M	0.42%	57
2014 Q3	$2.49M	Buy	24,024 +665	+3%	+$68.9K	0.3%	75
2014 Q2	$2.42M	Sell	23,359 -1,217	-5%	-$125K	0.3%	79
2014 Q1	$2.5M	Buy	24,576 +53	+0.2%	+$5.38K	0.35%	74
2013 Q4	$2.43M	Sell	24,523 -361	-1%	-$36.6K	0.37%	62
2013 Q3	$2.54M	Sell	24,884 -2,214	-8%	-$224K	0.44%	53
2013 Q2	$2.78M	Buy	+27,098	New	+$2.89M	0.55%	45

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WIM

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

WCM

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

VSR Financial Services's IEF Position: Q2 2016 in Review

VSR Financial Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2016, buying an estimated $538K and bringing the position to 50,814 shares worth $5.74M. The position accounts for 0.95% of the portfolio, ranked #15.

VSR Financial Services first reported a position in IEF in Q2 2013 and has held it in 13 quarters since. The position peaked at $7.47M in Q3 2015. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2016.

VSR Financial Services held 50,814 shares of iShares 7-10 Year Treasury Bond ETF worth $5.74M as of Q2 2016.
VSR Financial Services bought 4,864 iShares 7-10 Year Treasury Bond ETF shares in Q2 2016, an estimated $538K.
iShares 7-10 Year Treasury Bond ETF made up 0.95% of VSR Financial Services's portfolio in Q2 2016, its #15 holding.
VSR Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 13 quarters since.
VSR Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $7.47M in Q3 2015.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.