WI
IEF icon

WrapManager Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WrapManager Inc’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
Q1 		– Sell
-2,852
Closed -$301K – 272
2017
Q4 		$301K Sell
2,852
-450
-14% -$47.7K 0.1% 198
2017
Q3 		$352K Buy
3,302
+1,046
+46% +$112K 0.12% 181
2017
Q2 		$241K Buy
2,256
+250
+12% +$26.7K 0.08% 220
2017
Q1 		$212K Buy
+2,006
New +$211K 0.08% 222
2014
Q1 		$2.5M Sell
24,609
-7,750
-24% -$787K 2.43% 13
2013
Q4 		$3.21M Buy
32,359
+2,391
+8% +$243K 2.4% 15
2013
Q3 		$3.06M Buy
29,968
+243
+0.8% +$24.6K 2.65% 16
2013
Q2 		$3.05M Buy
+29,725
New +$3.17M 3.13% 15

Other funds holding IEF

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WrapManager Inc's IEF Position: Q1 2018 in Review

WrapManager Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2018, closing a stake of 2,852 shares — an estimated $301K sold.

WrapManager Inc first reported a position in IEF in Q2 2013 and held it in 8 quarters. The position peaked at $3.21M in Q4 2013. 396 funds tracked by Wall St. Rank hold IEF as of Q1 2018.

  • WrapManager Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • WrapManager Inc sold 2,852 iShares 7-10 Year Treasury Bond ETF shares in Q1 2018, an estimated $301K.
  • WrapManager Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 8 quarters.
  • WrapManager Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $3.21M in Q4 2013.
  • 396 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2018.

Based on WrapManager Inc's 13F filing for Q1 2018, filed 3 May 2018.