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YorkBridge Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-27
Closed -$2.89K – 893
2017
Q2 		$3K Hold
27
– – ﹤0.01% 739
2017
Q1 		$3K Buy
+27
New +$2.84K ﹤0.01% 728

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

YorkBridge Wealth Partners's IEF Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2017, closing a stake of 27 shares — an estimated $2.89K sold.

YorkBridge Wealth Partners first reported a position in IEF in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 27 iShares 7-10 Year Treasury Bond ETF shares in Q3 2017, an estimated $2.89K.
  • YorkBridge Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and held it in 2 quarters.
  • YorkBridge Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3K in Q2 2017.
  • 363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.