CWP
IEI icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.49B AUM 20.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return