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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 $1.55T AUM 33.47% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 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
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concert Wealth Management's IEI Position: Q3 2017 in Review

Concert Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2017, closing a stake of 2,389 shares — an estimated $295K sold.

Concert Wealth Management first reported a position in IEI in Q2 2013 and held it in 15 quarters. The position peaked at $2.03M in Q4 2015. 275 funds tracked by Wall St. Rank hold IEI as of Q3 2017.

  • Concert Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,389 iShares 3-7 Year Treasury Bond ETF shares in Q3 2017, an estimated $295K.
  • Concert Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.03M in Q4 2015.
  • 275 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.