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Cutler Investment Counsel’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cutler Investment Counsel’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
Q2 		– Sell
-2,205
Closed -$278K – 80
2016
Q1 		$278K Buy
+2,205
New +$275K 0.09% 65

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cutler Investment Counsel's IEI Position: Q2 2016 in Review

Cutler Investment Counsel sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2016, closing a stake of 2,205 shares — an estimated $278K sold.

Cutler Investment Counsel first reported a position in IEI in Q1 2016 and held it in 1 quarter. The position peaked at $278K in Q1 2016. 257 funds tracked by Wall St. Rank hold IEI as of Q2 2016.

  • Cutler Investment Counsel reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Cutler Investment Counsel sold 2,205 iShares 3-7 Year Treasury Bond ETF shares in Q2 2016, an estimated $278K.
  • Cutler Investment Counsel first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • Cutler Investment Counsel's iShares 3-7 Year Treasury Bond ETF position peaked at $278K in Q1 2016.
  • 257 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2016.

Based on Cutler Investment Counsel's 13F filing for Q2 2016, filed 15 Aug 2016.