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

Arrow Investment 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
Q2 		– Sell
-181,306
Closed -$22.8M – 78
2016
Q1 		$22.8M Buy
+181,306
New +$22.7M 4.94% 10
2015
Q4 		– Sell
-159,163
Closed -$19.8M – 75
2015
Q3 		$19.8M Buy
+159,163
New +$19.7M 4.88% 10

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Arrow Investment Advisors's IEI Position: Q2 2016 in Review

Arrow Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2016, closing a stake of 181,306 shares — an estimated $22.8M sold.

Arrow Investment Advisors first reported a position in IEI in Q3 2015 and held it in 2 quarters. The position peaked at $22.8M in Q1 2016. 256 funds tracked by Wall St. Rank hold IEI as of Q2 2016.

  • Arrow Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Arrow Investment Advisors sold 181,306 iShares 3-7 Year Treasury Bond ETF shares in Q2 2016, an estimated $22.8M.
  • Arrow Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 2 quarters.
  • Arrow Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $22.8M in Q1 2016.
  • 256 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2016.

Based on Arrow Investment Advisors's 13F filing for Q2 2016, filed 28 Jul 2016.