|Security||IEF / iShares 7-10 Year Treasury Bond ETF|
|Institution||Bank Of Montreal /can/|
Bank Of Montreal /can/ reports 194.77% increase in ownership of IEF / iShares 7-10 Year Treasury Bond ETF
January 16, 2018 - Bank Of Montreal /can/ has filed a 13F-HR form disclosing ownership of 25,515 shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) with total holdings valued at $2,694,000 USD as of December 31, 2017. Bank Of Montreal /can/ had filed a previous 13F-HR on October 16, 2017 disclosing 8,656 shares of iShares 7-10 Year Treasury Bond ETF at a value of $922,000 USD. This represents a change in shares of 194.77 percent and a change in value of 192.19 percent during the quarter.
Other investors with positions similar to Bank Of Montreal /can/ include Silverleafe Capital Partners, Llc, Jump Trading, LLC, FormulaFolio Investments, LLC, Global Endowment Management, LP, Cornerstone Wealth Management, LLC, and Boys Arnold & Co Inc.
The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.
In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.
Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.
|ISHARES TR||BARCLAYS 7 10 YR||464287440||106.05||25,515||194.77||2,694||192.19||1,788||-16||-1.72|
|ISHARES TR||BARCLAYS 7 10 YR||464287440||106.58||8,656||40.09||922||39.91||264||-1||-0.15|
|ISHARES TR||7-10YR TR BD ETF||464287440||106.14||6,179||-45.97||659||-45.45||-558||9||0.75|
|ISHARES TR||7-10YR TR BD ETF||464287440||105.44||11,437||-47.13||1,208||-46.95||-1,075||6||0.27|
|ISHARES TR||7-10 Y TR BD ETF||464287440||108.56||21,634||-94.44||2,277||-94.76||-39,858||-1,360||-3.13|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||112.41||388,772||-0.74||43,495||-1.68||-326||-418||-0.95|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||111.65||391,670||-8.88||44,239||-6.72||-4,260||1,071||2.26|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||107.85||429,830||10,146.25||47,428||10,630.32||45,906||1,080||244.40|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||106.63||4,195||-81.24||442||-81.67||-1,936||-34||-1.39|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||106.30||22,356||544.82||2,412||564.46||2,008||41||11.34|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||106.55||3,467||-89.80||363||-90.15||-3,253||-69||-1.88|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||107.18||33,994||1,388.35||3,685||1,422.73||3,399||44||18.34|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||104.57||2,284||-4.19||242||-1.63||-10||6||2.62|
|*ISHARES TR||7-10 Y TR BD ETF||464287440||103.39||2,384||-26.05||246||-26.35||-87||-1||-0.34|
|*ISHARES||7-10 Y TR BD ETF||464287440||102.57||3,224||-3.99||334||-2.05||-14||7||1.98|
|*ISHARES||7-10 Y TR BD ETF||464287440||3,358||341|
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