AIP
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ARS Investment Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

ARS Investment Partners’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
Q2 		– Sell
-71,956
Closed -$8.68M – 135
2018
Q1 		$8.68M Buy
71,956
+4,112
+6% +$496K 1.06% 31
2017
Q4 		$8.29M Sell
67,844
-3,019
-4% -$371K 1% 32
2017
Q3 		$8.75M Buy
70,863
+412
+0.6% +$51.1K 1.13% 32
2017
Q2 		$8.71M Buy
70,451
+23,504
+50% +$2.91M 1.2% 29
2017
Q1 		$5.78M Buy
46,947
+37,052
+374% +$4.55M 0.84% 37
2016
Q4 		$1.21M Buy
+9,895
New +$1.23M 0.19% 96

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EFS
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FIM
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State Street
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PCA
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Morgan Stanley
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return