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Wood Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wood Asset Management’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
2013
Q3 		– Sell
-49
Closed -$5K – 84
2013
Q2 		$5K Buy
+49
New +$5.22K ﹤0.01% 114

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WCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
USAA
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wood Asset Management's IEF Position: Q3 2013 in Review

Wood Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2013, closing a stake of 49 shares — an estimated $5K sold.

Wood Asset Management first reported a position in IEF in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 184 funds tracked by Wall St. Rank hold IEF as of Q3 2013.

  • Wood Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Wood Asset Management sold 49 iShares 7-10 Year Treasury Bond ETF shares in Q3 2013, an estimated $5K.
  • Wood Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Wood Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5K in Q2 2013.
  • 184 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2013.

Based on Wood Asset Management's 13F filing for Q3 2013, filed 16 Oct 2013.