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

Investment Partners’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
2015
Q2 		– Sell
-514
Closed -$64K – 107
2015
Q1 		$64K Buy
+514
New +$63.5K 0.07% 113

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UBS Group
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EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Investment Partners's IEI Position: Q2 2015 in Review

Investment Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2015, closing a stake of 514 shares — an estimated $64K sold.

Investment Partners first reported a position in IEI in Q1 2015 and held it in 1 quarter. The position peaked at $64K in Q1 2015. 201 funds tracked by Wall St. Rank hold IEI as of Q2 2015.

  • Investment Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 514 iShares 3-7 Year Treasury Bond ETF shares in Q2 2015, an estimated $64K.
  • Investment Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $64K in Q1 2015.
  • 201 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.