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AG
Advisor Group’s
iShares 3-7 Year Treasury Bond ETF
IEI
Stock Holding History
Advisor Group’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
Q4
$6.71M
Sell
53,339
-3,489
-6%
-$441K
0.05%
328
2019
Q3
$7.21M
Sell
56,828
-16,990
-23%
-$2.15M
0.05%
306
2019
Q2
$9.28M
Buy
73,818
+13,908
+23%
+$1.72M
0.07%
239
2019
Q1
$7.38M
Buy
59,910
+3,001
+5%
+$365K
0.06%
279
2018
Q4
$6.91M
Buy
56,909
+28,500
+100%
+$3.4M
0.07%
239
2018
Q3
$3.38M
Buy
28,409
+5,260
+23%
+$629K
0.03%
452
2018
Q2
$2.78M
Sell
23,149
-11,263
-33%
-$1.35M
0.04%
427
2018
Q1
$4.15M
Buy
34,412
+3,133
+10%
+$378K
0.06%
303
2017
Q4
$3.82M
Buy
31,279
+8,802
+39%
+$1.08M
0.05%
336
2017
Q3
$2.78M
Sell
22,477
-7,136
-24%
-$885K
0.04%
387
2017
Q2
$3.66M
Buy
29,613
+11,225
+61%
+$1.39M
0.06%
295
2017
Q1
$2.26M
Sell
18,388
-2,634
-13%
-$323K
0.05%
418
2016
Q4
$2.58M
Sell
21,022
-30,299
-59%
-$3.76M
0.06%
353
2016
Q3
$6.5M
Buy
51,321
+14,483
+39%
+$1.83M
0.16%
146
2016
Q2
$4.69M
Buy
+36,838
New
+$4.64M
0.12%
189
Other funds holding IEI
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMI
Matson Money Inc
Mason, Ohio
$3.26B AUM
12.5%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
TWM
Tanglewood Wealth Management
Houston, Texas
$1.21B AUM
19.59%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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