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

Biltmore Wealth Management’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
Q4 		– Sell
-9,928
Closed -$1.23M – 39
2017
Q3 		$1.23M Sell
9,928
-126
-1% -$15.6K 1.29% 11
2017
Q2 		$1.24M Buy
+10,054
New +$1.24M 1.4% 11

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Biltmore Wealth Management's IEI Position: Q4 2017 in Review

Biltmore Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2017, closing a stake of 9,928 shares — an estimated $1.23M sold.

Biltmore Wealth Management first reported a position in IEI in Q2 2017 and held it in 2 quarters. The position peaked at $1.24M in Q2 2017. 293 funds tracked by Wall St. Rank hold IEI as of Q4 2017.

  • Biltmore Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Biltmore Wealth Management sold 9,928 iShares 3-7 Year Treasury Bond ETF shares in Q4 2017, an estimated $1.23M.
  • Biltmore Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • Biltmore Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.24M in Q2 2017.
  • 293 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2017.

Based on Biltmore Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.