AC
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AFAM Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

AFAM Capital’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
2018
Q2 		– Sell
-43,521
Closed -$5.25M – 199
2018
Q1 		$5.25M Buy
+43,521
New +$5.25M 0.58% 79
2017
Q2 		– Sell
-13,710
Closed -$1.69M – 195
2017
Q1 		$1.69M Buy
13,710
+4,340
+46% +$532K 0.23% 137
2016
Q4 		$1.15M Buy
9,370
+1,857
+25% +$230K 0.17% 153
2016
Q3 		$951K Sell
7,513
-6,783
-47% -$859K 0.15% 152
2016
Q2 		$1.82M Buy
+14,296
New +$1.8M 0.3% 118

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return