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Cleary Gull Holdings’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cleary Gull Holdings’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
2016
Q1 		$5K Hold
40
– – ﹤0.01% 83
2015
Q4 		$5K Buy
+40
New +$4.94K ﹤0.01% 88

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cleary Gull Holdings's IEI Position: Q1 2016 in Review

Cleary Gull Holdings held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2016 at 40 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #83.

Cleary Gull Holdings first reported a position in IEI in Q4 2015 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold IEI as of Q1 2016.

  • Cleary Gull Holdings held 40 shares of iShares 3-7 Year Treasury Bond ETF worth $5K as of Q1 2016.
  • Cleary Gull Holdings left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2016.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Cleary Gull Holdings's portfolio in Q1 2016, its #83 holding.
  • Cleary Gull Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.