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

Capital Advisors Ltd’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
2019
Q3 		– Sell
-114
Closed -$14K – 428
2019
Q2 		$14K Buy
+114
New +$14.1K ﹤0.01% 362
2017
Q2 		– Sell
-40
Closed -$5K – 398
2017
Q1 		$5K Hold
40
– – ﹤0.01% 348
2016
Q4 		$5K Hold
40
– – ﹤0.01% 341
2016
Q3 		$5K Buy
+40
New +$5.07K ﹤0.01% 326
2016
Q1 		– Sell
-201
Closed -$25K – 341
2015
Q4 		$25K Buy
+201
New +$24.8K 0.01% 218

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return