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D'Orazio & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

D'Orazio & Associates’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
Q4 		– Sell
-67
Closed -$8K – 334
2017
Q3 		$8K Sell
67
-8
-11% -$992 ﹤0.01% 211
2017
Q2 		$9K Buy
+75
New +$9.28K ﹤0.01% 238

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D'Orazio & Associates's IEI Position: Q4 2017 in Review

D'Orazio & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2017, closing a stake of 67 shares — an estimated $8K sold.

D'Orazio & Associates first reported a position in IEI in Q2 2017 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 293 funds tracked by Wall St. Rank hold IEI as of Q4 2017.

  • D'Orazio & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • D'Orazio & Associates sold 67 iShares 3-7 Year Treasury Bond ETF shares in Q4 2017, an estimated $8K.
  • D'Orazio & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • D'Orazio & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $9K in Q2 2017.
  • 293 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2017.

Based on D'Orazio & Associates's 13F filing for Q4 2017, filed 6 Feb 2018.