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

IberiaBank’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
2018
Q1 		– Sell
-2,099
Closed -$255K – 225
2017
Q4 		$255K Buy
2,099
+8
+0.4% +$983 0.04% 209
2017
Q3 		$258K Buy
+2,091
New +$259K 0.04% 197

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IberiaBank's IEI Position: Q1 2018 in Review

IberiaBank sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2018, closing a stake of 2,099 shares — an estimated $255K sold.

IberiaBank first reported a position in IEI in Q3 2017 and held it in 2 quarters. The position peaked at $258K in Q3 2017. 285 funds tracked by Wall St. Rank hold IEI as of Q1 2018.

  • IberiaBank reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IberiaBank sold 2,099 iShares 3-7 Year Treasury Bond ETF shares in Q1 2018, an estimated $255K.
  • IberiaBank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2017 and held it in 2 quarters.
  • IberiaBank's iShares 3-7 Year Treasury Bond ETF position peaked at $258K in Q3 2017.
  • 285 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2018.

Based on IberiaBank's 13F filing for Q1 2018, filed 12 Apr 2018.