Highland Private Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Highland Private Wealth 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 Q4	–	Sell	-1,812	Closed	-$224K	–	100
2017 Q3	$224K	Sell	1,812 -220	-11%	-$27.3K	0.1%	87
2017 Q2	$251K	Hold	2,032	–	–	0.12%	71
2017 Q1	$250K	Buy	+2,032	New	+$249K	0.13%	61
2016 Q4	–	Sell	-1,642	Closed	-$208K	–	84
2016 Q3	$208K	Sell	1,642 -140	-8%	-$17.7K	0.11%	70
2016 Q2	$227K	Buy	+1,782	New	+$224K	0.13%	66

Other funds holding IEI

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

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

EFS

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

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

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Highland Private Wealth Management's IEI Position: Q4 2017 in Review

Highland Private Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2017, closing a stake of 1,812 shares — an estimated $224K sold.

Highland Private Wealth Management first reported a position in IEI in Q2 2016 and held it in 5 quarters. The position peaked at $251K in Q2 2017. 293 funds tracked by Wall St. Rank hold IEI as of Q4 2017.

Highland Private Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
Highland Private Wealth Management sold 1,812 iShares 3-7 Year Treasury Bond ETF shares in Q4 2017, an estimated $224K.
Highland Private Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 5 quarters.
Highland Private Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $251K in Q2 2017.
293 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2017.

Based on Highland Private Wealth Management's 13F filing for Q4 2017, filed 26 Jan 2018.