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Edelman Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Edelman Financial Services’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
2018
Q4 		– Sell
-2,014,953
Closed -$240M – 10
2018
Q3 		$240M Buy
2,014,953
+71,470
+4% +$8.55M 2.18% 8
2018
Q2 		$233M Buy
1,943,483
+81,766
+4% +$9.78M 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% +$17.8M 2.27% 8
2017
Q3 		$207M Buy
1,678,452
+70,859
+4% +$8.79M 2.23% 8
2017
Q2 		$199M Buy
1,607,593
+63,246
+4% +$7.83M 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% +$15.4M 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% +$7.28M 2.19% 8
2016
Q1 		$152M Sell
1,206,465
-1,982
-0.2% -$248K 2.2% 8
2015
Q4 		$148M Buy
1,208,447
+55,890
+5% +$6.9M 2.23% 8
2015
Q3 		$144M Buy
1,152,557
+25,486
+2% +$3.15M 2.32% 8
2015
Q2 		$139M Buy
1,127,071
+44,553
+4% +$5.5M 2.14% 8
2015
Q1 		$134M Buy
1,082,518
+65,136
+6% +$8.05M 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% +$9.75M 2.04% 7
2014
Q2 		$109M Buy
897,818
+80,039
+10% +$9.71M 1.89% 7
2014
Q1 		$98.7M Buy
817,779
+79,774
+11% +$9.66M 1.84% 7
2013
Q4 		$88.6M Buy
738,005
+78,924
+12% +$9.57M 1.76% 7
2013
Q3 		$80M Buy
659,081
+57,288
+10% +$6.9M 1.63% 7
2013
Q2 		$72.7M Buy
+601,793
New +$74M 1.6% 7

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Edelman Financial Services's IEI Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2018, closing a stake of 2,014,953 shares — an estimated $240M sold.

Edelman Financial Services first reported a position in IEI in Q2 2013 and held it in 22 quarters. The position peaked at $240M in Q3 2018. 344 funds tracked by Wall St. Rank hold IEI as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 2,014,953 iShares 3-7 Year Treasury Bond ETF shares in Q4 2018, an estimated $240M.
  • Edelman Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $240M in Q3 2018.
  • 344 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.