Kathryn A. Hall’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kathryn A. Hall’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 Q3	–	Sell	-9,950	Closed	-$1.22M	–	9
2015 Q2	$1.22M	Sell	9,950 -6,000	-38%	-$740K	0.63%	9
2015 Q1	$1.98M	Buy	15,950 +3,200	+25%	+$395K	0.69%	10
2014 Q4	$1.56M	Buy	+12,750	New	+$1.56M	0.43%	13

Other funds holding IEI

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Kathryn A. Hall's IEI Position: Q3 2015 in Review

Kathryn A. Hall sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2015, closing a stake of 9,950 shares — an estimated $1.22M sold.

Kathryn A. Hall first reported a position in IEI in Q4 2014 and held it in 3 quarters. The position peaked at $1.98M in Q1 2015. 233 funds tracked by Wall St. Rank hold IEI as of Q3 2015.

Kathryn A. Hall reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
Kathryn A. Hall sold 9,950 iShares 3-7 Year Treasury Bond ETF shares in Q3 2015, an estimated $1.22M.
Kathryn A. Hall first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and held it in 3 quarters.
Kathryn A. Hall's iShares 3-7 Year Treasury Bond ETF position peaked at $1.98M in Q1 2015.
233 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2015.

Based on Kathryn A. Hall's 13F filing for Q3 2015, filed 13 Nov 2015.