CA
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Cambridge Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cambridge Associates’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
2018
Q1 		– Sell
-1,201,830
Closed -$147M – 29
2017
Q4 		$147M Hold
1,201,830
– – 15.8% 1
2017
Q3 		$148M Buy
1,201,830
+413,988
+53% +$51.3M 17.88% 1
2017
Q2 		$97.4M Sell
787,842
-16,666
-2% -$2.06M 15.38% 1
2017
Q1 		$99M Buy
804,508
+266,776
+50% +$32.7M 16.57% 1
2016
Q4 		$65.9M Buy
537,732
+71,669
+15% +$8.89M 13.84% 2
2016
Q3 		$59M Buy
466,063
+227,987
+96% +$28.9M 12.44% 2
2016
Q2 		$30.3M Buy
+238,076
New +$30M 7.07% 4

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 $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return