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Karp Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Karp Capital Management’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
2016
Q3 		– Sell
-2,526
Closed -$322K – 80
2016
Q2 		$322K Buy
+2,526
New +$318K 0.21% 71

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Karp Capital Management's IEI Position: Q3 2016 in Review

Karp Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2016, closing a stake of 2,526 shares — an estimated $322K sold.

Karp Capital Management first reported a position in IEI in Q2 2016 and held it in 1 quarter. The position peaked at $322K in Q2 2016. 260 funds tracked by Wall St. Rank hold IEI as of Q3 2016.

  • Karp Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Karp Capital Management sold 2,526 iShares 3-7 Year Treasury Bond ETF shares in Q3 2016, an estimated $322K.
  • Karp Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 1 quarter.
  • Karp Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $322K in Q2 2016.
  • 260 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2016.

Based on Karp Capital Management's 13F filing for Q3 2016, filed 8 Nov 2016.