Knowledge Leaders Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Knowledge Leaders Capital’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 Q3	–	Sell	-2,030	Closed	-$251K	–	58
2017 Q2	$251K	Buy	2,030 +861	+74%	+$107K	0.16%	33
2017 Q1	$144K	Sell	1,169 -38,578	-97%	-$4.73M	0.1%	31
2016 Q4	$4.87M	Hold	39,747	–	–	1.51%	32
2016 Q3	$5.03M	Sell	39,747 -2,984	-7%	-$378K	1.68%	35
2016 Q2	$5.44M	Sell	42,731 -91,854	-68%	-$11.6M	1.67%	30
2016 Q1	$17M	Buy	+134,585	New	+$16.8M	4.63%	3

Other funds holding IEI

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

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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

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

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

SAC

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

Knowledge Leaders Capital's IEI Position: Q3 2017 in Review

Knowledge Leaders Capital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2017, closing a stake of 2,030 shares — an estimated $251K sold.

Knowledge Leaders Capital first reported a position in IEI in Q1 2016 and held it in 6 quarters. The position peaked at $17M in Q1 2016. 275 funds tracked by Wall St. Rank hold IEI as of Q3 2017.

Knowledge Leaders Capital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
Knowledge Leaders Capital sold 2,030 iShares 3-7 Year Treasury Bond ETF shares in Q3 2017, an estimated $251K.
Knowledge Leaders Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 6 quarters.
Knowledge Leaders Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $17M in Q1 2016.
275 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2017.

Based on Knowledge Leaders Capital's 13F filing for Q3 2017, filed 24 Oct 2017.