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Annex Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Annex Advisory 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
2013
Q4 		– Sell
-8,138
Closed -$987K – 99
2013
Q3 		$987K Buy
+8,138
New +$980K 0.46% 36

Other funds holding IEI

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Annex Advisory Services's IEI Position: Q4 2013 in Review

Annex Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2013, closing a stake of 8,138 shares — an estimated $987K sold.

Annex Advisory Services first reported a position in IEI in Q3 2013 and held it in 1 quarter. The position peaked at $987K in Q3 2013. 142 funds tracked by Wall St. Rank hold IEI as of Q4 2013.

  • Annex Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Annex Advisory Services sold 8,138 iShares 3-7 Year Treasury Bond ETF shares in Q4 2013, an estimated $987K.
  • Annex Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2013 and held it in 1 quarter.
  • Annex Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $987K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2013.

Based on Annex Advisory Services's 13F filing for Q4 2013, filed 12 Feb 2014.