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Accuvest Global Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Accuvest Global 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
2013
Q3 		– Sell
-5,040
Closed -$609K – 63
2013
Q2 		$609K Buy
+5,040
New +$620K 0.13% 49

Other funds holding IEI

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Accuvest Global Advisors's IEI Position: Q3 2013 in Review

Accuvest Global Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2013, closing a stake of 5,040 shares — an estimated $609K sold.

Accuvest Global Advisors first reported a position in IEI in Q2 2013 and held it in 1 quarter. The position peaked at $609K in Q2 2013. 150 funds tracked by Wall St. Rank hold IEI as of Q3 2013.

  • Accuvest Global Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Accuvest Global Advisors sold 5,040 iShares 3-7 Year Treasury Bond ETF shares in Q3 2013, an estimated $609K.
  • Accuvest Global Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Accuvest Global Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $609K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2013.

Based on Accuvest Global Advisors's 13F filing for Q3 2013, filed 16 Oct 2013.