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Ancora Family Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ancora Family Wealth 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
Q3 		$203K Hold
1,608
– – 0.07% 201
2016
Q2 		$205K Hold
1,608
– – 0.08% 179
2016
Q1 		$203K Buy
+1,608
New +$201K 0.08% 171
2015
Q4 		– Sell
-1,774
Closed -$221K – 189
2015
Q3 		$221K Buy
+1,774
New +$219K 0.09% 172

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ancora Family Wealth Advisors's IEI Position: Q3 2016 in Review

Ancora Family Wealth Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2016 at 1,608 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #201.

Ancora Family Wealth Advisors first reported a position in IEI in Q3 2015 and has held it in 4 quarters since. The position peaked at $221K in Q3 2015. 258 funds tracked by Wall St. Rank hold IEI as of Q3 2016.

  • Ancora Family Wealth Advisors held 1,608 shares of iShares 3-7 Year Treasury Bond ETF worth $203K as of Q3 2016.
  • Ancora Family Wealth Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2016.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #201 holding.
  • Ancora Family Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and has held it in 4 quarters since.
  • Ancora Family Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $221K in Q3 2015.
  • 258 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.