EFS
Edelman Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,014,953
| Closed | -$240M | – | 10 |
|
|
2018
Q3 | $240M | Buy |
2,014,953
+71,470
| +4% | +$8.51M | 2.18% | 8 |
|
|
2018
Q2 | $233M | Buy |
1,943,483
+81,766
| +4% | +$9.81M | 2.22% | 8 |
|
|
2018
Q1 | $225M | Buy |
1,861,717
+37,971
| +2% | +$4.58M | 2.22% | 8 |
|
|
2017
Q4 | $223M | Buy |
1,823,746
+145,294
| +9% | +$17.7M | 2.27% | 8 |
|
|
2017
Q3 | $207M | Buy |
1,678,452
+70,859
| +4% | +$8.75M | 2.23% | 8 |
|
|
2017
Q2 | $199M | Buy |
1,607,593
+63,246
| +4% | +$7.82M | 2.25% | 8 |
|
|
2017
Q1 | $190M | Buy |
1,544,347
+104,834
| +7% | +$12.9M | 2.24% | 8 |
|
|
2016
Q4 | $176M | Buy |
1,439,513
+124,441
| +9% | +$15.2M | 2.22% | 8 |
|
|
2016
Q3 | $166M | Buy |
1,315,072
+50,792
| +4% | +$6.43M | 2.18% | 8 |
|
|
2016
Q2 | $161M | Buy |
1,264,280
+57,815
| +5% | +$7.36M | 2.19% | 8 |
|
|
2016
Q1 | $152M | Sell |
1,206,465
-1,982
| -0.2% | -$250K | 2.2% | 8 |
|
|
2015
Q4 | $148M | Buy |
1,208,447
+55,890
| +5% | +$6.85M | 2.23% | 8 |
|
|
2015
Q3 | $144M | Buy |
1,152,557
+25,486
| +2% | +$3.18M | 2.32% | 8 |
|
|
2015
Q2 | $139M | Buy |
1,127,071
+44,553
| +4% | +$5.48M | 2.14% | 8 |
|
|
2015
Q1 | $134M | Buy |
1,082,518
+65,136
| +6% | +$8.09M | 2.1% | 8 |
|
|
2014
Q4 | $124M | Buy |
1,017,382
+39,305
| +4% | +$4.81M | 2.04% | 7 |
|
|
2014
Q3 | $119M | Buy |
978,077
+80,259
| +9% | +$9.74M | 2.04% | 7 |
|
|
2014
Q2 | $109M | Buy |
897,818
+80,039
| +10% | +$9.75M | 1.89% | 7 |
|
|
2014
Q1 | $98.7M | Buy |
817,779
+79,774
| +11% | +$9.63M | 1.84% | 7 |
|
|
2013
Q4 | $88.6M | Buy |
738,005
+78,924
| +12% | +$9.47M | 1.76% | 7 |
|
|
2013
Q3 | $80M | Buy |
659,081
+57,288
| +10% | +$6.95M | 1.63% | 7 |
|
|
2013
Q2 | $72.7M | Buy |
+601,793
| New | +$72.7M | 1.6% | 7 |
|