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

Bragg Financial 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
2017 Q1	–	Sell	-1,682	Closed	-$206K	–	254
2016 Q4	$206K	Hold	1,682	–	–	0.03%	247
2016 Q3	$213K	Sell	1,682 -88	-5%	-$11.1K	0.04%	245
2016 Q2	$225K	Hold	1,770	–	–	0.04%	243
2016 Q1	$223K	Buy	+1,770	New	+$221K	0.04%	240
2015 Q2	–	Sell	-1,663	Closed	-$206K	–	234
2015 Q1	$206K	Sell	1,663 -125	-7%	-$15.4K	0.05%	225
2014 Q4	$219K	Sell	1,788 -75	-4%	-$9.18K	0.05%	218
2014 Q3	$226K	Hold	1,863	–	–	0.06%	213
2014 Q2	$227K	Sell	1,863 -356	-16%	-$43.2K	0.05%	219
2014 Q1	$268K	Hold	2,219	–	–	0.07%	210
2013 Q4	$266K	Hold	2,219	–	–	0.06%	217
2013 Q3	$269K	Hold	2,219	–	–	0.07%	211
2013 Q2	$268K	Buy	+2,219	New	+$273K	0.07%	203

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bragg Financial Advisors's IEI Position: Q1 2017 in Review

Bragg Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2017, closing a stake of 1,682 shares — an estimated $206K sold.

Bragg Financial Advisors first reported a position in IEI in Q2 2013 and held it in 12 quarters. The position peaked at $269K in Q3 2013. 261 funds tracked by Wall St. Rank hold IEI as of Q1 2017.

Bragg Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
Bragg Financial Advisors sold 1,682 iShares 3-7 Year Treasury Bond ETF shares in Q1 2017, an estimated $206K.
Bragg Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 12 quarters.
Bragg Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $269K in Q3 2013.
261 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2017.

Based on Bragg Financial Advisors's 13F filing for Q1 2017, filed 16 May 2017.