Concert Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Concert Wealth Management’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 Q3	–	Sell	-2,389	Closed	-$295K	–	76
2017 Q2	$295K	Buy	+2,389	New	+$296K	0.29%	103
2016 Q4	–	Sell	-6,573	Closed	-$830K	–	686
2016 Q3	$830K	Sell	6,573 -4,400	-40%	-$557K	0.1%	254
2016 Q2	$1.4M	Sell	10,973 -243	-2%	-$30.6K	0.19%	145
2016 Q1	$1.41M	Sell	11,216 -5,375	-32%	-$672K	0.19%	133
2015 Q4	$2.03M	Buy	16,591 +3,587	+28%	+$443K	0.27%	86
2015 Q3	$1.62M	Buy	13,004 +6,658	+105%	+$822K	0.22%	109
2015 Q2	$778K	Buy	6,346 +2,113	+50%	+$261K	0.1%	263
2015 Q1	$394K	Buy	4,233 +1,554	+58%	+$192K	0.11%	245
2014 Q4	$326K	Sell	2,679 -533	-17%	-$65.3K	0.05%	429
2014 Q3	$388K	Sell	3,212 -28	-0.9%	-$3.4K	0.05%	324
2014 Q2	$387K	Sell	3,240 -391	-11%	-$47.4K	0.05%	351
2014 Q1	$438K	Buy	3,631 +816	+29%	+$98.8K	0.05%	313
2013 Q4	$339K	Sell	2,815 -247	-8%	-$29.9K	0.04%	347
2013 Q3	$371K	Sell	3,062 -2	-0.1%	-$241	0.05%	318
2013 Q2	$369K	Buy	+3,064	New	+$377K	0.06%	290

Other funds holding IEI

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return