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

BlackRock 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
2016
Q1 		– Sell
-800
Closed -$98K – 3789
2015
Q4 		$98K Sell
800
-2,700
-77% -$334K ﹤0.01% 2925
2015
Q3 		$437K Buy
+3,500
New +$432K ﹤0.01% 2280

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock Advisors's IEI Position: Q4 2016 in Review

BlackRock Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q4 2016 at 6,492 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

BlackRock Advisors first reported a position in IEI in Q4 2014 and has held it in 9 quarters since. The position peaked at $12.9M in Q2 2015. 255 funds tracked by Wall St. Rank hold IEI as of Q4 2016.

  • BlackRock Advisors held 6,492 shares of iShares 3-7 Year Treasury Bond ETF worth $795K as of Q4 2016.
  • BlackRock Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q4 2016.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1967 holding.
  • BlackRock Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and has held it in 9 quarters since.
  • BlackRock Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $12.9M in Q2 2015.
  • 255 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.