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Leuthold Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Leuthold Group’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
Q1 		– Sell
-18,693
Closed -$2.28M – 209
2017
Q4 		$2.28M Sell
18,693
-401
-2% -$49.3K 0.23% 139
2017
Q3 		$2.36M Buy
19,094
+11,313
+145% +$1.4M 0.24% 143
2017
Q2 		$961K Buy
7,781
+82
+1% +$10.1K 0.1% 155
2017
Q1 		$947K Buy
7,699
+188
+3% +$23.1K 0.1% 158
2016
Q4 		$920K Sell
7,511
-383
-5% -$47.5K 0.1% 155
2016
Q3 		$999K Sell
7,894
-31,218
-80% -$3.95M 0.11% 165
2016
Q2 		$4.98M Buy
39,112
+29,182
+294% +$3.67M 0.53% 74
2016
Q1 		$1.25M Sell
9,930
-39
-0.4% -$4.87K 0.14% 152
2015
Q4 		$1.22M Sell
9,969
-74
-0.7% -$9.14K 0.13% 155
2015
Q3 		$1.25M Buy
10,043
+234
+2% +$28.9K 0.13% 156
2015
Q2 		$1.21M Sell
9,809
-8,534
-47% -$1.05M 0.11% 181
2015
Q1 		$2.28M Buy
18,343
+254
+1% +$31.4K 0.21% 137
2014
Q4 		$2.21M Sell
18,089
-17,999
-50% -$2.2M 0.22% 137
2014
Q3 		$4.38M Buy
36,088
+1,812
+5% +$220K 0.39% 96
2014
Q2 		$4.17M Sell
34,276
-1,416
-4% -$172K 0.35% 99
2014
Q1 		$4.31M Sell
35,692
-93
-0.3% -$11.3K 0.38% 95
2013
Q4 		$4.29M Sell
35,785
-26,077
-42% -$3.16M 0.38% 90
2013
Q3 		$7.51M Buy
61,862
+4,262
+7% +$513K 0.69% 35
2013
Q2 		$6.96M Buy
+57,600
New +$7.08M 0.64% 43

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leuthold Group's IEI Position: Q1 2018 in Review

Leuthold Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2018, closing a stake of 18,693 shares — an estimated $2.28M sold.

Leuthold Group first reported a position in IEI in Q2 2013 and held it in 19 quarters. The position peaked at $7.51M in Q3 2013. 285 funds tracked by Wall St. Rank hold IEI as of Q1 2018.

  • Leuthold Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Leuthold Group sold 18,693 iShares 3-7 Year Treasury Bond ETF shares in Q1 2018, an estimated $2.28M.
  • Leuthold Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 19 quarters.
  • Leuthold Group's iShares 3-7 Year Treasury Bond ETF position peaked at $7.51M in Q3 2013.
  • 285 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2018.

Based on Leuthold Group's 13F filing for Q1 2018, filed 15 May 2018.