HFS
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HL Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

HL Financial Services’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
Q2 		– Sell
-9,204
Closed -$1.16M – 669
2016
Q1 		$1.16M Sell
9,204
-23,228
-72% -$2.9M 0.03% 291
2015
Q4 		$3.98M Buy
+32,432
New +$4.01M 0.1% 128
2014
Q4 		– Sell
-2,856
Closed -$346K – 684
2014
Q3 		$346K Buy
2,856
+556
+24% +$67.5K 0.01% 505
2014
Q2 		$280K Sell
2,300
-4,843
-68% -$588K 0.01% 571
2014
Q1 		$863K Buy
7,143
+4,843
+211% +$586K 0.03% 287
2013
Q4 		$276K Sell
2,300
-200
-8% -$24.3K 0.01% 530
2013
Q3 		$303K Hold
2,500
– – 0.01% 464
2013
Q2 		$302K Buy
+2,500
New +$307K 0.01% 430

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return