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

Apriem 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
2018 Q3	–	Sell	-83	Closed	-$10K	–	243
2018 Q2	$10K	Buy	+83	New	+$9.93K	﹤0.01%	425
2016 Q4	–	Sell	-114	Closed	-$14K	–	722
2016 Q3	$14K	Buy	+114	New	+$14.4K	﹤0.01%	367
2016 Q2	–	Sell	-33	Closed	-$4K	–	610
2016 Q1	$4K	Buy	+33	New	+$4.12K	﹤0.01%	460

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Apriem Advisors's IEI Position: Q3 2018 in Review

Apriem Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2018, closing a stake of 83 shares — an estimated $10K sold.

Apriem Advisors first reported a position in IEI in Q1 2016 and held it in 3 quarters. The position peaked at $14K in Q3 2016. 308 funds tracked by Wall St. Rank hold IEI as of Q3 2018.

Apriem Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 83 iShares 3-7 Year Treasury Bond ETF shares in Q3 2018, an estimated $10K.
Apriem Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
Apriem Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $14K in Q3 2016.
308 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.