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 Charlotte, North Carolina $1.55T AUM 33.47% 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

EFS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Hedeker Wealth's IEI Position: Q4 2016 in Review

Hedeker Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2016, closing a stake of 47 shares — an estimated $372 sold.

Hedeker Wealth first reported a position in IEI in Q4 2014 and held it in 4 quarters. The position peaked at $45K in Q4 2015. 256 funds tracked by Wall St. Rank hold IEI as of Q4 2016.

Hedeker Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Hedeker Wealth sold 47 iShares 3-7 Year Treasury Bond ETF shares in Q4 2016, an estimated $372.
Hedeker Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and held it in 4 quarters.
Hedeker Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $45K in Q4 2015.
256 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.