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

IFC Holdings’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	-8,838	Closed	-$1.08M	–	186
2017 Q4	$1.08M	Buy	8,838 +3,861	+78%	+$474K	0.07%	186
2017 Q3	$619K	Buy	4,977 +2,516	+102%	+$312K	0.04%	272
2017 Q2	$303K	Buy	+2,461	New	+$305K	0.02%	377
2016 Q3	–	Sell	-1,872	Closed	-$239K	–	414
2016 Q2	$239K	Buy	1,872 +90	+5%	+$11.3K	0.03%	326
2016 Q1	$225K	Sell	1,782 -11	-0.6%	-$1.37K	0.03%	327
2015 Q4	$221K	Buy	+1,793	New	+$221K	0.03%	326
2015 Q3	–	Sell	-1,702	Closed	-$209K	–	387
2015 Q2	$209K	Sell	1,702 -76	-4%	-$9.38K	0.03%	347
2015 Q1	$218K	Buy	+1,778	New	+$220K	0.03%	336
2014 Q1	–	Sell	-30,104	Closed	-$3.61M	–	339
2013 Q4	$3.61M	Buy	+30,104	New	+$3.65M	0.76%	26

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

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

EFS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

PCA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Holdings's IEI Position: Q1 2018 in Review

IFC Holdings sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2018, closing a stake of 8,838 shares — an estimated $1.08M sold.

IFC Holdings first reported a position in IEI in Q4 2013 and held it in 9 quarters. The position peaked at $3.61M in Q4 2013. 285 funds tracked by Wall St. Rank hold IEI as of Q1 2018.

IFC Holdings reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 8,838 iShares 3-7 Year Treasury Bond ETF shares in Q1 2018, an estimated $1.08M.
IFC Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2013 and held it in 9 quarters.
IFC Holdings's iShares 3-7 Year Treasury Bond ETF position peaked at $3.61M in Q4 2013.
285 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.