Barrington Strategic Wealth Management Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Barrington Strategic Wealth Management Group’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
2017 Q3	$6.13M	Buy	49,666 +5,633	+13%	+$698K	3.09%	7
2017 Q2	$5.44M	Buy	44,033 +23,692	+116%	+$2.93M	2.76%	9
2017 Q1	$2.5M	Buy	20,341 +6,065	+42%	+$744K	1.3%	18
2016 Q4	$1.75M	Buy	14,276 +6,649	+87%	+$825K	0.94%	29
2016 Q3	$965K	Buy	7,627 +3,740	+96%	+$474K	0.54%	54
2016 Q2	$495K	Buy	3,887 +264	+7%	+$33.2K	0.28%	80
2016 Q1	$456K	Buy	3,623 +812	+29%	+$101K	0.26%	79
2015 Q4	$345K	Buy	2,811 +749	+36%	+$92.5K	0.2%	90
2015 Q3	$257K	Buy	+2,062	New	+$255K	0.16%	93

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

EFS

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Barrington Strategic Wealth Management Group's IEI Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q3 2017, buying an estimated $698K and bringing the position to 49,666 shares worth $6.13M. The position accounts for 3.09% of the portfolio, ranked #7.

Barrington Strategic Wealth Management Group first reported a position in IEI in Q3 2015 and has held it in 9 quarters since. 275 funds tracked by Wall St. Rank hold IEI as of Q3 2017.

Barrington Strategic Wealth Management Group held 49,666 shares of iShares 3-7 Year Treasury Bond ETF worth $6.13M as of Q3 2017.
Barrington Strategic Wealth Management Group bought 5,633 iShares 3-7 Year Treasury Bond ETF shares in Q3 2017, an estimated $698K.
iShares 3-7 Year Treasury Bond ETF made up 3.09% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #7 holding.
Barrington Strategic Wealth Management Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and has held it in 9 quarters since.
275 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.