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Harfst & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Harfst & Associates’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
-1,968
Closed -$249K – 69
2016
Q3 		$249K Buy
+1,968
New +$249K 0.13% 61

Other funds holding IEI

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

Harfst & Associates's IEI Position: Q4 2016 in Review

Harfst & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2016, closing a stake of 1,968 shares — an estimated $249K sold.

Harfst & Associates first reported a position in IEI in Q3 2016 and held it in 1 quarter. The position peaked at $249K in Q3 2016. 256 funds tracked by Wall St. Rank hold IEI as of Q4 2016.

  • Harfst & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Harfst & Associates sold 1,968 iShares 3-7 Year Treasury Bond ETF shares in Q4 2016, an estimated $249K.
  • Harfst & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Harfst & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $249K in Q3 2016.
  • 256 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2016.

Based on Harfst & Associates's 13F filing for Q4 2016, filed 3 Feb 2017.