White Pine Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

White Pine Capital’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 Q2	–	Sell	-2,045	Closed	-$211K	–	242
2018 Q1	$211K	Sell	2,045 -700	-26%	-$72.1K	0.08%	212
2017 Q4	$290K	Sell	2,745 -300	-10%	-$31.8K	0.11%	183
2017 Q3	$324K	Buy	3,045 +480	+19%	+$51.4K	0.82%	17
2017 Q2	$273K	Hold	2,565	–	–	0.11%	184
2017 Q1	$271K	Buy	+2,565	New	+$269K	0.11%	176

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

White Pine Capital's IEF Position: Q2 2018 in Review

White Pine Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2018, closing a stake of 2,045 shares — an estimated $211K sold.

White Pine Capital first reported a position in IEF in Q1 2017 and held it in 5 quarters. The position peaked at $324K in Q3 2017. 387 funds tracked by Wall St. Rank hold IEF as of Q2 2018.

White Pine Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
White Pine Capital sold 2,045 iShares 7-10 Year Treasury Bond ETF shares in Q2 2018, an estimated $211K.
White Pine Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and held it in 5 quarters.
White Pine Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $324K in Q3 2017.
387 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2018.

Based on White Pine Capital's 13F filing for Q2 2018, filed 14 Aug 2018.