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Westwood Holdings Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Westwood Holdings Group’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
2019
Q2 		– Sell
-800
Closed -$85K – 515
2019
Q1 		$85K Buy
+800
New +$83.7K ﹤0.01% 387

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Westwood Holdings Group's IEF Position: Q2 2019 in Review

Westwood Holdings Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2019, closing a stake of 800 shares — an estimated $85K sold.

Westwood Holdings Group first reported a position in IEF in Q1 2019 and held it in 1 quarter. The position peaked at $85K in Q1 2019. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

  • Westwood Holdings Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Westwood Holdings Group sold 800 iShares 7-10 Year Treasury Bond ETF shares in Q2 2019, an estimated $85K.
  • Westwood Holdings Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Westwood Holdings Group's iShares 7-10 Year Treasury Bond ETF position peaked at $85K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on Westwood Holdings Group's 13F filing for Q2 2019, filed 14 Aug 2019.