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Clean Yield Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Clean Yield Group’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
2017
Q1 		– Sell
-1,639
Closed -$201K – 297
2016
Q4 		$201K Hold
1,639
– – 0.09% 123
2016
Q3 		$207K Hold
1,639
– – 0.09% 125
2016
Q2 		$209K Buy
+1,639
New +$206K 0.09% 120

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Clean Yield Group's IEI Position: Q1 2017 in Review

Clean Yield Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2017, closing a stake of 1,639 shares — an estimated $201K sold.

Clean Yield Group first reported a position in IEI in Q2 2016 and held it in 3 quarters. The position peaked at $209K in Q2 2016. 261 funds tracked by Wall St. Rank hold IEI as of Q1 2017.

  • Clean Yield Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Clean Yield Group sold 1,639 iShares 3-7 Year Treasury Bond ETF shares in Q1 2017, an estimated $201K.
  • Clean Yield Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 3 quarters.
  • Clean Yield Group's iShares 3-7 Year Treasury Bond ETF position peaked at $209K in Q2 2016.
  • 261 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2017.

Based on Clean Yield Group's 13F filing for Q1 2017, filed 3 May 2017.