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Epstein & White Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Epstein & White Financial’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
Q2 		– Sell
-1,701
Closed -$205K – 109
2018
Q1 		$205K Sell
1,701
-3,209
-65% -$387K 0.13% 105
2017
Q4 		$598K Buy
+4,910
New +$603K 0.35% 45

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Epstein & White Financial's IEI Position: Q2 2018 in Review

Epstein & White Financial sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2018, closing a stake of 1,701 shares — an estimated $205K sold.

Epstein & White Financial first reported a position in IEI in Q4 2017 and held it in 2 quarters. The position peaked at $598K in Q4 2017. 301 funds tracked by Wall St. Rank hold IEI as of Q2 2018.

  • Epstein & White Financial reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Epstein & White Financial sold 1,701 iShares 3-7 Year Treasury Bond ETF shares in Q2 2018, an estimated $205K.
  • Epstein & White Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
  • Epstein & White Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $598K in Q4 2017.
  • 301 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2018.

Based on Epstein & White Financial's 13F filing for Q2 2018, filed 19 Jul 2018.