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Founders Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Founders Bank & Trust’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
2013
Q4 		– Sell
-8
Closed -$1K – 395
2013
Q3 		$1K Buy
+8
New +$964 ﹤0.01% 341

Other funds holding IEI

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Founders Bank & Trust's IEI Position: Q4 2013 in Review

Founders Bank & Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2013, closing a stake of 8 shares — an estimated $1K sold.

Founders Bank & Trust first reported a position in IEI in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 142 funds tracked by Wall St. Rank hold IEI as of Q4 2013.

  • Founders Bank & Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Founders Bank & Trust sold 8 iShares 3-7 Year Treasury Bond ETF shares in Q4 2013, an estimated $1K.
  • Founders Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2013 and held it in 1 quarter.
  • Founders Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $1K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2013.

Based on Founders Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.