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

WealthTrust-Arizona’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
2018
Q1 		– Sell
-908
Closed -$96K – 664
2017
Q4 		$96K Hold
908
– – 0.05% 105
2017
Q3 		$97K Sell
908
-430
-32% -$46.1K 0.05% 101
2017
Q2 		$143K Buy
1,338
+2
+0.1% +$214 0.07% 79
2017
Q1 		$141K Buy
1,336
+2
+0.1% +$210 0.08% 78
2016
Q4 		$140K Sell
1,334
-470
-26% -$50.5K 0.08% 77
2016
Q3 		$202K Sell
1,804
-2,395
-57% -$268K 0.12% 61
2016
Q2 		$474K Sell
4,199
-3,024
-42% -$334K 0.29% 38
2016
Q1 		$797K Buy
7,223
+881
+14% +$96.1K 0.51% 23
2015
Q4 		$670K Buy
6,342
+2,827
+80% +$301K 0.4% 27
2015
Q3 		$379K Sell
3,515
-425
-11% -$45.1K 0.23% 38
2015
Q2 		$414K Sell
3,940
-49
-1% -$5.22K 0.25% 42
2015
Q1 		$432K Sell
3,989
-2,418
-38% -$261K 0.26% 39
2014
Q4 		$679K Sell
6,407
-2,395
-27% -$253K 0.57% 33
2014
Q3 		$912K Sell
8,802
-1,544
-15% -$160K 1.01% 27
2014
Q2 		$1.07M Buy
10,346
+760
+8% +$78K 1.15% 24
2014
Q1 		$975K Buy
9,586
+322
+3% +$32.7K 1.1% 25
2013
Q4 		$919K Sell
9,264
-126
-1% -$12.8K 1.07% 28
2013
Q3 		$959K Buy
9,390
+206
+2% +$20.8K 1.21% 22
2013
Q2 		$941K Buy
+9,184
New +$979K 1.27% 22

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust-Arizona's IEF Position: Q1 2018 in Review

WealthTrust-Arizona sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 908 shares — an estimated $96K sold.

WealthTrust-Arizona first reported a position in IEF in Q2 2013 and held it in 19 quarters. The position peaked at $1.07M in Q2 2014. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

  • WealthTrust-Arizona reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 908 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $96K.
  • WealthTrust-Arizona first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 19 quarters.
  • WealthTrust-Arizona's iShares 7-10 Year Treasury Bond ETF position peaked at $1.07M in Q2 2014.
  • 396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on WealthTrust-Arizona's 13F filing for Q1 2018, filed 18 Apr 2018.