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Alpha Omega Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Alpha Omega Wealth Management’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
2017
Q4 		– Sell
-52
Closed -$6K – 464
2017
Q3 		$6K Hold
52
– – ﹤0.01% 385
2017
Q2 		$6K Hold
52
– – ﹤0.01% 375
2017
Q1 		$6K Hold
52
– – ﹤0.01% 391
2016
Q4 		$6K Hold
52
– – ﹤0.01% 371
2016
Q3 		$7K Hold
52
– – 0.01% 179
2016
Q2 		$7K Sell
52
-26
-33% -$3.27K 0.01% 183
2016
Q1 		$10K Hold
78
– – 0.01% 171
2015
Q4 		$10K Buy
+78
New +$9.63K 0.01% 165

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return