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

Capstone 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
2018
Q2 		– Sell
-2,289
Closed -$276K – 88
2018
Q1 		$276K Buy
+2,289
New +$276K 0.09% 57

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 $432B 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capstone Financial Advisors's IEI Position: Q2 2018 in Review

Capstone Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2018, closing a stake of 2,289 shares — an estimated $276K sold.

Capstone Financial Advisors first reported a position in IEI in Q1 2018 and held it in 1 quarter. The position peaked at $276K in Q1 2018. 301 funds tracked by Wall St. Rank hold IEI as of Q2 2018.

  • Capstone Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,289 iShares 3-7 Year Treasury Bond ETF shares in Q2 2018, an estimated $276K.
  • Capstone Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Capstone Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $276K in Q1 2018.
  • 301 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2018.

Based on Capstone Financial Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.