Independent Portfolio Consultants’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Independent Portfolio Consultants’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 Q2	$52K	Sell	420 -1,370	-77%	-$170K	0.02%	509
2017 Q1	$220K	Sell	1,790 -460	-20%	-$56.4K	0.08%	310
2016 Q4	$276K	Buy	+2,250	New	+$279K	0.09%	270
2016 Q3	–	Sell	-6,365	Closed	-$811K	–	738
2016 Q2	$811K	Sell	6,365 -2,210	-26%	-$278K	0.26%	120
2016 Q1	$1.08M	Buy	+8,575	New	+$1.07M	0.3%	103
2015 Q4	–	Sell	-2,745	Closed	-$342K	–	783
2015 Q3	$342K	Sell	2,745 -1,290	-32%	-$159K	0.07%	291
2015 Q2	$496K	Sell	4,035 -415	-9%	-$51.2K	0.1%	253
2015 Q1	$553K	Buy	4,450 +1,545	+53%	+$191K	0.11%	225
2014 Q4	$355K	Sell	2,905 -10	-0.3%	-$1.22K	0.07%	290
2014 Q3	$354K	Buy	2,915 +2,585	+783%	+$314K	0.1%	357
2014 Q2	$40K	Sell	330 -3,295	-91%	-$400K	0.01%	673
2014 Q1	$437K	Buy	+3,625	New	+$439K	0.14%	276

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

EFS

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

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

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

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

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

Independent Portfolio Consultants's IEI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 77% in Q2 2017, selling an estimated $170K and leaving 420 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #509.

Independent Portfolio Consultants first reported a position in IEI in Q1 2014 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2016. 271 funds tracked by Wall St. Rank hold IEI as of Q2 2017.

Independent Portfolio Consultants held 420 shares of iShares 3-7 Year Treasury Bond ETF worth $52K as of Q2 2017.
Independent Portfolio Consultants sold 1,370 iShares 3-7 Year Treasury Bond ETF shares in Q2 2017, an estimated $170K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #509 holding.
Independent Portfolio Consultants first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's iShares 3-7 Year Treasury Bond ETF position peaked at $1.08M in Q1 2016.
271 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.