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

ALPS 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
2016
Q1 		– Sell
-2,180
Closed -$267K – 708
2015
Q4 		$267K Sell
2,180
-200
-8% -$24.7K ﹤0.01% 658
2015
Q3 		$297K Buy
+2,380
New +$294K ﹤0.01% 653

Other funds holding IEI

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ALPS Advisors's IEI Position: Q1 2016 in Review

ALPS Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2016, closing a stake of 2,180 shares — an estimated $267K sold.

ALPS Advisors first reported a position in IEI in Q3 2015 and held it in 2 quarters. The position peaked at $297K in Q3 2015. 257 funds tracked by Wall St. Rank hold IEI as of Q1 2016.

  • ALPS Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • ALPS Advisors sold 2,180 iShares 3-7 Year Treasury Bond ETF shares in Q1 2016, an estimated $267K.
  • ALPS Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 2 quarters.
  • ALPS Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $297K in Q3 2015.
  • 257 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2016.

Based on ALPS Advisors's 13F filing for Q1 2016, filed 10 May 2016.