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

Hedeker Wealth’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
-47
Closed -$372 – 142
2016
Q3 		$372 Buy
+47
New +$5.95K 0.02% 140
2016
Q1 		– Sell
-372
Closed -$45K – 118
2015
Q4 		$45K Buy
+372
New +$46K 0.04% 95
2015
Q3 		– Sell
-372
Closed -$45K – 127
2015
Q2 		$45K Buy
+372
New +$45.9K 0.04% 112
2015
Q1 		– Sell
-372
Closed -$45K – 119
2014
Q4 		$45K Buy
+372
New +$45.5K 0.04% 105

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return