Leonetti & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Leonetti & Associates’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
2018 Q4	$649K	Sell	5,349 -51	-0.9%	-$6.08K	0.24%	26
2018 Q3	$643K	Sell	5,400 -98	-2%	-$11.7K	0.16%	28
2018 Q2	$660K	Sell	5,498 -9	-0.2%	-$1.08K	0.18%	29
2018 Q1	$664K	Sell	5,507 -337	-6%	-$40.6K	0.19%	32
2017 Q4	$714K	Buy	5,844 +232	+4%	+$28.5K	0.19%	31
2017 Q3	$693K	Sell	5,612 -184	-3%	-$22.8K	0.18%	34
2017 Q2	$716K	Buy	5,796 +2	+0%	+$248	0.2%	33
2017 Q1	$713K	Buy	5,794 +9	+0.2%	+$1.1K	0.21%	33
2016 Q4	$709K	Sell	5,785 -65	-1%	-$8.06K	0.21%	31
2016 Q3	$740K	Sell	5,850 -24	-0.4%	-$3.04K	0.21%	35
2016 Q2	$748K	Sell	5,874 -372	-6%	-$46.8K	0.21%	38
2016 Q1	$787K	Buy	+6,246	New	+$780K	0.23%	35

Other funds holding IEI

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Leonetti & Associates's IEI Position: Q4 2018 in Review

Leonetti & Associates reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.94% in Q4 2018, selling an estimated $6.08K and leaving 5,349 shares worth $649K. The position accounts for 0.24% of the portfolio, ranked #26.

Leonetti & Associates first reported a position in IEI in Q1 2016 and has held it in 12 quarters since. The position peaked at $787K in Q1 2016. 344 funds tracked by Wall St. Rank hold IEI as of Q4 2018.

Leonetti & Associates held 5,349 shares of iShares 3-7 Year Treasury Bond ETF worth $649K as of Q4 2018.
Leonetti & Associates sold 51 iShares 3-7 Year Treasury Bond ETF shares in Q4 2018, an estimated $6.08K.
iShares 3-7 Year Treasury Bond ETF made up 0.24% of Leonetti & Associates's portfolio in Q4 2018, its #26 holding.
Leonetti & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and has held it in 12 quarters since.
Leonetti & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $787K in Q1 2016.
344 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.