Coastline Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Coastline Trust’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	-2,083	Closed	-$262K	–	332
2019 Q2	$262K	Hold	2,083	–	–	0.04%	297
2019 Q1	$257K	Hold	2,083	–	–	0.04%	289
2018 Q4	$253K	Hold	2,083	–	–	0.04%	275
2018 Q3	$248K	Hold	2,083	–	–	0.04%	311
2018 Q2	$250K	Hold	2,083	–	–	0.04%	309
2018 Q1	$251K	Hold	2,083	–	–	0.04%	300
2017 Q4	$254K	Hold	2,083	–	–	0.04%	293
2017 Q3	$257K	Hold	2,083	–	–	0.04%	271
2017 Q2	$257K	Hold	2,083	–	–	0.05%	261
2017 Q1	$256K	Hold	2,083	–	–	0.05%	255
2016 Q4	$255K	Hold	2,083	–	–	0.05%	252
2016 Q3	$264K	Hold	2,083	–	–	0.05%	251
2016 Q2	$265K	Hold	2,083	–	–	0.05%	246
2016 Q1	$262K	Hold	2,083	–	–	0.06%	240
2015 Q4	$255K	Hold	2,083	–	–	0.06%	241
2015 Q3	$260K	Hold	2,083	–	–	0.06%	236
2015 Q2	$256K	Hold	2,083	–	–	0.05%	244
2015 Q1	$259K	Sell	2,083 -2,082	-50%	-$257K	0.05%	243
2014 Q4	$510K	Buy	+4,165	New	+$510K	0.11%	200

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Coastline Trust's IEI Position: Q3 2019 in Review

Coastline Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2019, closing a stake of 2,083 shares — an estimated $262K sold.

Coastline Trust first reported a position in IEI in Q4 2014 and held it in 19 quarters. The position peaked at $510K in Q4 2014. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

Coastline Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Coastline Trust sold 2,083 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $262K.
Coastline Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and held it in 19 quarters.
Coastline Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $510K in Q4 2014.
369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Coastline Trust's 13F filing for Q3 2019, filed 18 Oct 2019.