Boston Private Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Boston Private Bank & Trust’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	$54K	Hold	435	–	–	﹤0.01%	550
2014 Q4	$53K	Hold	435	–	–	﹤0.01%	559
2014 Q3	$53K	Hold	435	–	–	﹤0.01%	570
2014 Q2	$53K	Hold	435	–	–	﹤0.01%	565
2014 Q1	$53K	Hold	435	–	–	﹤0.01%	582
2013 Q4	$52K	Hold	435	–	–	﹤0.01%	580
2013 Q3	$53K	Sell	435 -250	-36%	-$30.1K	﹤0.01%	551
2013 Q2	$83K	Buy	+685	New	+$84.2K	﹤0.01%	485

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 $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

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

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

JIR

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

Boston Private Bank & Trust's IEI Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2015 at 435 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Boston Private Bank & Trust first reported a position in IEI in Q2 2013 and has held it in 8 quarters since. The position peaked at $83K in Q2 2013. 187 funds tracked by Wall St. Rank hold IEI as of Q1 2015.

Boston Private Bank & Trust held 435 shares of iShares 3-7 Year Treasury Bond ETF worth $54K as of Q1 2015.
Boston Private Bank & Trust left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2015.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #550 holding.
Boston Private Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $83K in Q2 2013.
187 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.