Capital Wealth Planning’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Capital Wealth Planning’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 Q1	–	Sell	-2,309	Closed	-$280K	–	123
2018 Q4	$280K	Sell	2,309 -458	-17%	-$54.6K	0.19%	50
2018 Q3	$329K	Buy	+2,767	New	+$331K	0.22%	46
2016 Q1	–	Sell	-1,668	Closed	-$205K	–	98
2015 Q4	$205K	Hold	1,668	–	–	0.19%	77
2015 Q3	$208K	Buy	+1,668	New	+$206K	0.17%	84

Other funds holding IEI

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital Wealth Planning's IEI Position: Q1 2019 in Review

Capital Wealth Planning sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2019, closing a stake of 2,309 shares — an estimated $280K sold.

Capital Wealth Planning first reported a position in IEI in Q3 2015 and held it in 4 quarters. The position peaked at $329K in Q3 2018. 366 funds tracked by Wall St. Rank hold IEI as of Q1 2019.

Capital Wealth Planning reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Capital Wealth Planning sold 2,309 iShares 3-7 Year Treasury Bond ETF shares in Q1 2019, an estimated $280K.
Capital Wealth Planning first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 4 quarters.
Capital Wealth Planning's iShares 3-7 Year Treasury Bond ETF position peaked at $329K in Q3 2018.
366 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2019.

Based on Capital Wealth Planning's 13F filing for Q1 2019, filed 14 May 2019.