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Berman Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Berman Capital 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
2019
Q1 		– Sell
-23
Closed -$2K – 1394
2018
Q4 		$2K Buy
+23
New +$2.74K ﹤0.01% 869

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's IEI Position: Q1 2019 in Review

Berman Capital Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2019, closing a stake of 23 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in IEI in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 366 funds tracked by Wall St. Rank hold IEI as of Q1 2019.

  • Berman Capital Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 23 iShares 3-7 Year Treasury Bond ETF shares in Q1 2019, an estimated $2K.
  • Berman Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2K in Q4 2018.
  • 366 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.