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Glassman Wealth Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Glassman Wealth 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
2016
Q4 		– Sell
-49
Closed -$6K – 665
2016
Q3 		$6K Buy
+49
New +$6.21K 0.01% 344

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Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VIM
VCU Investment Management Richmond, Virginia $77.1M AUM

Glassman Wealth Services's IEI Position: Q4 2016 in Review

Glassman Wealth Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2016, closing a stake of 49 shares — an estimated $6K sold.

Glassman Wealth Services first reported a position in IEI in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 256 funds tracked by Wall St. Rank hold IEI as of Q4 2016.

  • Glassman Wealth Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 49 iShares 3-7 Year Treasury Bond ETF shares in Q4 2016, an estimated $6K.
  • Glassman Wealth Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Glassman Wealth Services's iShares 3-7 Year Treasury Bond ETF position peaked at $6K in Q3 2016.
  • 256 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2016.

Based on Glassman Wealth Services's 13F filing for Q4 2016, filed 14 Feb 2017.