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Lehman Financial Resources’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-160
Closed -$19K – 189
2015
Q3 		$19K Buy
+160
New +$19.8K 0.01% 253

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Lehman Financial Resources's IEI Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2015, closing a stake of 160 shares — an estimated $19K sold.

Lehman Financial Resources first reported a position in IEI in Q3 2015 and held it in 1 quarter. The position peaked at $19K in Q3 2015. 238 funds tracked by Wall St. Rank hold IEI as of Q4 2015.

  • Lehman Financial Resources reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 160 iShares 3-7 Year Treasury Bond ETF shares in Q4 2015, an estimated $19K.
  • Lehman Financial Resources first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
  • Lehman Financial Resources's iShares 3-7 Year Treasury Bond ETF position peaked at $19K in Q3 2015.
  • 238 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.