Armbruster Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Armbruster Capital Management’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 Q1	–	Sell	-76	Closed	-$9K	–	251
2017 Q4	$9K	Buy	+76	New	+$9.33K	﹤0.01%	202
2016 Q4	–	Sell	-400	Closed	-$51K	–	302
2016 Q3	$51K	Hold	400	–	–	0.03%	119
2016 Q2	$51K	Hold	400	–	–	0.03%	124
2016 Q1	$50K	Hold	400	–	–	0.03%	125
2015 Q4	$49K	Buy	+400	New	+$49.4K	0.04%	129

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

EFS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PCA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Armbruster Capital Management's IEI Position: Q1 2018 in Review

Armbruster Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2018, closing a stake of 76 shares — an estimated $9K sold.

Armbruster Capital Management first reported a position in IEI in Q4 2015 and held it in 5 quarters. The position peaked at $51K in Q3 2016. 285 funds tracked by Wall St. Rank hold IEI as of Q1 2018.

Armbruster Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
Armbruster Capital Management sold 76 iShares 3-7 Year Treasury Bond ETF shares in Q1 2018, an estimated $9K.
Armbruster Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 5 quarters.
Armbruster Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $51K in Q3 2016.
285 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2018.

Based on Armbruster Capital Management's 13F filing for Q1 2018, filed 18 Apr 2018.