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

WFG 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
2017 Q2	$97K	Hold	909	–	–	0.02%	534
2017 Q1	$96K	Sell	909 -1,000	-52%	-$105K	0.03%	487
2016 Q4	$200K	Sell	1,909 -300	-14%	-$32.2K	0.05%	383
2016 Q3	$247K	Hold	2,209	–	–	0.06%	312
2016 Q2	$250K	Hold	2,209	–	–	0.07%	277
2016 Q1	$244K	Sell	2,209 -505	-19%	-$55.1K	0.07%	263
2015 Q4	$287K	Sell	2,714 -490	-15%	-$52.2K	0.09%	230
2015 Q3	$346K	Sell	3,204 -1,165	-27%	-$124K	0.11%	197
2015 Q2	$459K	Buy	4,369 +3,298	+308%	+$351K	0.13%	181
2015 Q1	$116K	Buy	1,071 +694	+184%	+$74.9K	0.03%	486
2014 Q4	$40K	Sell	377 -123	-25%	-$13K	0.01%	968
2014 Q3	$52K	Buy	500 +9	+2%	+$933	0.01%	903
2014 Q2	$51K	Buy	491 +366	+293%	+$37.6K	0.01%	906
2014 Q1	$13K	Sell	125 -263	-68%	-$26.7K	﹤0.01%	1394
2013 Q4	$39K	Sell	388 -274	-41%	-$27.8K	0.01%	1093
2013 Q3	$68K	Sell	662 -3,623	-85%	-$366K	0.01%	814
2013 Q2	$439K	Buy	+4,285	New	+$457K	0.07%	287

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's IEF Position: Q2 2017 in Review

WFG Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2017 at 909 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #534.

WFG Advisors first reported a position in IEF in Q2 2013 and has held it in 17 quarters since. The position peaked at $459K in Q2 2015. 369 funds tracked by Wall St. Rank hold IEF as of Q2 2017.

WFG Advisors held 909 shares of iShares 7-10 Year Treasury Bond ETF worth $97K as of Q2 2017.
WFG Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2017.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #534 holding.
WFG Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $459K in Q2 2015.
369 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.