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Cedar Brook Financial Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cedar Brook Financial Partners’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
-15,891
Closed -$2M – 312
2019
Q2 		$2M Buy
15,891
+13
+0.1% +$1.61K 0.92% 21
2019
Q1 		$1.96M Buy
15,878
+465
+3% +$56.6K 0.95% 20
2018
Q4 		$1.87M Buy
+15,413
New +$1.84M 1.14% 16

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 $1.56T 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 $666B 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

Cedar Brook Financial Partners's IEI Position: Q3 2019 in Review

Cedar Brook Financial Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2019, closing a stake of 15,891 shares — an estimated $2M sold.

Cedar Brook Financial Partners first reported a position in IEI in Q4 2018 and held it in 3 quarters. The position peaked at $2M in Q2 2019. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

  • Cedar Brook Financial Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 15,891 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $2M.
  • Cedar Brook Financial Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 3 quarters.
  • Cedar Brook Financial Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $2M in Q2 2019.
  • 369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2019, filed 24 Oct 2019.