Investment Centers of America’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Investment Centers of America’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	-10,820	Closed	-$1.33M	–	210
2017 Q3	$1.33M	Buy	10,820 +3,084	+40%	+$382K	0.1%	184
2017 Q2	$955K	Buy	7,736 +4,847	+168%	+$600K	0.07%	229
2017 Q1	$355K	Sell	2,889 -7,081	-71%	-$869K	0.03%	433
2016 Q4	$1.22M	Buy	9,970 +575	+6%	+$71.3K	0.1%	180
2016 Q3	$1.19M	Buy	9,395 +198	+2%	+$25.1K	0.12%	165
2016 Q2	$1.17M	Buy	9,197 +353	+4%	+$44.4K	0.13%	151
2016 Q1	$1.12M	Buy	+8,844	New	+$1.1M	0.12%	161
2015 Q4	–	Sell	-2,262	Closed	-$281K	–	490
2015 Q3	$281K	Buy	+2,262	New	+$279K	0.04%	320

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EFS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

Investment Centers of America's IEI Position: Q4 2017 in Review

Investment Centers of America sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2017, closing a stake of 10,820 shares — an estimated $1.33M sold.

Investment Centers of America first reported a position in IEI in Q3 2015 and held it in 8 quarters. The position peaked at $1.33M in Q3 2017. 293 funds tracked by Wall St. Rank hold IEI as of Q4 2017.

Investment Centers of America reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 10,820 iShares 3-7 Year Treasury Bond ETF shares in Q4 2017, an estimated $1.33M.
Investment Centers of America first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 8 quarters.
Investment Centers of America's iShares 3-7 Year Treasury Bond ETF position peaked at $1.33M in Q3 2017.
293 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.