Godshalk Welsh Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Godshalk Welsh Capital Management’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
2017 Q1	–	Sell	-2,046	Closed	-$251K	–	134
2016 Q4	$251K	Hold	2,046	–	–	0.26%	113
2016 Q3	$259K	Hold	2,046	–	–	0.27%	112
2016 Q2	$261K	Hold	2,046	–	–	0.28%	114
2016 Q1	$258K	Hold	2,046	–	–	0.27%	116
2015 Q4	$251K	Buy	+2,046	New	+$253K	0.26%	121

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Godshalk Welsh Capital Management's IEI Position: Q1 2017 in Review

Godshalk Welsh Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2017, closing a stake of 2,046 shares — an estimated $251K sold.

Godshalk Welsh Capital Management first reported a position in IEI in Q4 2015 and held it in 5 quarters. The position peaked at $261K in Q2 2016. 261 funds tracked by Wall St. Rank hold IEI as of Q1 2017.

Godshalk Welsh Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
Godshalk Welsh Capital Management sold 2,046 iShares 3-7 Year Treasury Bond ETF shares in Q1 2017, an estimated $251K.
Godshalk Welsh Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 5 quarters.
Godshalk Welsh Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $261K in Q2 2016.
261 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2017.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2017, filed 11 May 2017.