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

WealthShield’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
2017
Q4 		$969K Buy
+9,211
New +$977K 0.59% 31

Other funds holding IEF

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

WealthShield's IEF Position: Q4 2017 in Review

WealthShield opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2017: 9,211 shares worth $969K. The stake represents 0.59% of the portfolio and ranks #31 among its holdings.

409 funds tracked by Wall St. Rank hold IEF as of Q4 2017.

  • WealthShield held 9,211 shares of iShares 7-10 Year Treasury Bond ETF worth $969K as of Q4 2017.
  • iShares 7-10 Year Treasury Bond ETF was a new WealthShield position in Q4 2017.
  • iShares 7-10 Year Treasury Bond ETF made up 0.59% of WealthShield's portfolio in Q4 2017, its #31 holding.
  • 409 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.