WOA
IEF icon

Water Oak Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Water Oak 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
2014
Q4 		– Sell
-39,200
Closed -$4.06M – 14
2014
Q3 		$4.06M Buy
+39,200
New +$4.06M 3.5% 10

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Water Oak Advisors's IEF Position: Q4 2014 in Review

Water Oak Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2014, closing a stake of 39,200 shares — an estimated $4.06M sold.

Water Oak Advisors first reported a position in IEF in Q3 2014 and held it in 1 quarter. The position peaked at $4.06M in Q3 2014. 262 funds tracked by Wall St. Rank hold IEF as of Q4 2014.

  • Water Oak Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Water Oak Advisors sold 39,200 iShares 7-10 Year Treasury Bond ETF shares in Q4 2014, an estimated $4.06M.
  • Water Oak Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and held it in 1 quarter.
  • Water Oak Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $4.06M in Q3 2014.
  • 262 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2014.

Based on Water Oak Advisors's 13F filing for Q4 2014, filed 4 Feb 2015.