AIIMS
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Analyst IMS Investment Management Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Analyst IMS Investment Management Services’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
Q4 		– Sell
-140
Closed -$17 – 130
2018
Q3 		$17 Sell
140
-1,751
-93% -$209K ﹤0.01% 147
2018
Q2 		$227K Buy
1,891
+87
+5% +$10.4K 0.07% 96
2018
Q1 		$218K Buy
+1,804
New +$218K 0.07% 101
2016
Q1 		– Sell
-1,827
Closed -$224K – 101
2015
Q4 		$224K Sell
1,827
-1,559
-46% -$193K 0.09% 93
2015
Q3 		$423K Sell
3,386
-1,754
-34% -$217K 0.18% 76
2015
Q2 		$632K Buy
+5,140
New +$634K 0.25% 69

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.49B AUM 20.06% 1-Year Est. Return