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LaFleur & Godfrey’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

LaFleur & Godfrey’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
Q1 		– Sell
-1,650
Closed -$202K – 81
2014
Q4 		$202K Sell
1,650
-7,000
-81% -$857K 0.05% 77
2014
Q3 		$1.05M Buy
+8,650
New +$1.05M 0.29% 61
2014
Q1 		– Sell
-3,405
Closed -$409K – 74
2013
Q4 		$409K Sell
3,405
-655
-16% -$79.4K 0.11% 65
2013
Q3 		$493K Sell
4,060
-42,415
-91% -$5.11M 0.14% 61
2013
Q2 		$5.61M Buy
+46,475
New +$5.71M 1.67% 18

Other funds holding IEI

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 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

LaFleur & Godfrey's IEI Position: Q1 2015 in Review

LaFleur & Godfrey sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2015, closing a stake of 1,650 shares — an estimated $202K sold.

LaFleur & Godfrey first reported a position in IEI in Q2 2013 and held it in 5 quarters. The position peaked at $5.61M in Q2 2013. 187 funds tracked by Wall St. Rank hold IEI as of Q1 2015.

  • LaFleur & Godfrey reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • LaFleur & Godfrey sold 1,650 iShares 3-7 Year Treasury Bond ETF shares in Q1 2015, an estimated $202K.
  • LaFleur & Godfrey first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
  • LaFleur & Godfrey's iShares 3-7 Year Treasury Bond ETF position peaked at $5.61M in Q2 2013.
  • 187 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2015.

Based on LaFleur & Godfrey's 13F filing for Q1 2015, filed 11 May 2015.