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

WealthTrust Fairport’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
Q4 		– Sell
-450
Closed -$46K – 463
2018
Q3 		$46K Buy
+450
New +$45.9K ﹤0.01% 256

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

WealthTrust Fairport's IEF Position: Q4 2018 in Review

WealthTrust Fairport sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2018, closing a stake of 450 shares — an estimated $46K sold.

WealthTrust Fairport first reported a position in IEF in Q3 2018 and held it in 1 quarter. The position peaked at $46K in Q3 2018. 435 funds tracked by Wall St. Rank hold IEF as of Q4 2018.

  • WealthTrust Fairport reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 450 iShares 7-10 Year Treasury Bond ETF shares in Q4 2018, an estimated $46K.
  • WealthTrust Fairport first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and held it in 1 quarter.
  • WealthTrust Fairport's iShares 7-10 Year Treasury Bond ETF position peaked at $46K in Q3 2018.
  • 435 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.