180 Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

180 Wealth Advisors’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,794	Closed	-$333K	–	266
2018 Q4	$333K	Hold	2,794	–	–	0.16%	171
2018 Q3	$333K	Buy	2,794 +109	+4%	+$13K	0.15%	171
2018 Q2	$322K	Sell	2,685 -144	-5%	-$17.2K	0.16%	171
2018 Q1	$341K	Buy	2,829 +291	+11%	+$35.1K	0.18%	150
2017 Q4	$310K	Buy	+2,538	New	+$312K	0.16%	162

Other funds holding IEI

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

180 Wealth Advisors's IEI Position: Q1 2019 in Review

180 Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2019, closing a stake of 2,794 shares — an estimated $333K sold.

180 Wealth Advisors first reported a position in IEI in Q4 2017 and held it in 5 quarters. The position peaked at $341K in Q1 2018. 366 funds tracked by Wall St. Rank hold IEI as of Q1 2019.

180 Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
180 Wealth Advisors sold 2,794 iShares 3-7 Year Treasury Bond ETF shares in Q1 2019, an estimated $333K.
180 Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
180 Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $341K in Q1 2018.
366 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2019.

Based on 180 Wealth Advisors's 13F filing for Q1 2019, filed 14 May 2019.