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Archford Capital Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Archford Capital Strategies’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
2019
Q3 		– Sell
-653
Closed -$82K – 362
2019
Q2 		$82K Sell
653
-11
-2% -$1.36K 0.03% 251
2019
Q1 		$82K Sell
664
-4
-0.6% -$487 0.03% 252
2018
Q4 		$81K Sell
668
-7
-1% -$835 0.03% 241
2018
Q3 		$80K Sell
675
-5
-0.7% -$598 0.03% 259
2018
Q2 		$82K Sell
680
-44
-6% -$5.26K 0.03% 265
2018
Q1 		$88K Buy
+724
New +$87.3K 0.04% 174
2017
Q2 		– Sell
-1,050
Closed -$129K – 386
2017
Q1 		$129K Sell
1,050
-297
-22% -$36.4K 0.05% 218
2016
Q4 		$165K Sell
1,347
-88
-6% -$10.9K 0.07% 176
2016
Q3 		$181K Sell
1,435
-180
-11% -$22.8K 0.07% 184
2016
Q2 		$206K Sell
1,615
-77
-5% -$9.69K 0.11% 151
2016
Q1 		$213K Sell
1,692
-31,298
-95% -$3.91M 0.1% 162
2015
Q4 		$4.04M Buy
32,990
+1,233
+4% +$152K 1.84% 6
2015
Q3 		$3.96M Sell
31,757
-226
-0.7% -$27.9K 2.96% 6
2015
Q2 		$3.93M Buy
31,983
+418
+1% +$51.6K 2.8% 6
2015
Q1 		$3.92M Buy
31,565
+31,500
+48,462% +$3.89M 2.7% 6
2014
Q4 		$8K Hold
65
– – 0.01% 362
2014
Q3 		$8K Hold
65
– – 0.01% 372
2014
Q2 		$7.92K Sell
65
-42
-39% -$5.09K 0.01% 444
2014
Q1 		$12.9K Buy
+107
New +$13K 0.01% 386

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Archford Capital Strategies's IEI Position: Q3 2019 in Review

Archford Capital Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2019, closing a stake of 653 shares — an estimated $82K sold.

Archford Capital Strategies first reported a position in IEI in Q1 2014 and held it in 19 quarters. The position peaked at $4.04M in Q4 2015. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

  • Archford Capital Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 653 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $82K.
  • Archford Capital Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2014 and held it in 19 quarters.
  • Archford Capital Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $4.04M in Q4 2015.
  • 369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.