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

Baird’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
2015 Q1	$623K	Buy	5,018 +2,235	+80%	+$276K	0.01%	891
2014 Q4	$340K	Sell	2,783 -3	-0.1%	-$367	﹤0.01%	1064
2014 Q3	$338K	Buy	2,786 +710	+34%	+$86.3K	﹤0.01%	951
2014 Q2	$253K	Sell	2,076 -307	-13%	-$37.2K	﹤0.01%	1031
2014 Q1	$288K	Buy	2,383 +43	+2%	+$5.21K	﹤0.01%	989
2013 Q4	$281K	Sell	2,340 -2,806	-55%	-$340K	﹤0.01%	990
2013 Q3	$624K	Sell	5,146 -1,604	-24%	-$193K	0.01%	711
2013 Q2	$815K	Buy	+6,750	New	+$830K	0.02%	621

Other funds holding IEI

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Baird's IEI Position: Q1 2015 in Review

Baird increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 80% in Q1 2015, buying an estimated $276K and bringing the position to 5,018 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #891.

Baird first reported a position in IEI in Q2 2013 and has held it in 8 quarters since. The position peaked at $815K in Q2 2013. 187 funds tracked by Wall St. Rank hold IEI as of Q1 2015.

Baird held 5,018 shares of iShares 3-7 Year Treasury Bond ETF worth $623K as of Q1 2015.
Baird bought 2,235 iShares 3-7 Year Treasury Bond ETF shares in Q1 2015, an estimated $276K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Baird's portfolio in Q1 2015, its #891 holding.
Baird first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 8 quarters since.
Baird's iShares 3-7 Year Treasury Bond ETF position peaked at $815K in Q2 2013.
187 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.