Live Your Vision’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Live Your Vision’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	-42	Closed	-$5K	–	169
2015 Q3	$5K	Buy	+42	New	+$5.19K	﹤0.01%	236

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Live Your Vision's IEI Position: Q4 2015 in Review

Live Your Vision sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2015, closing a stake of 42 shares — an estimated $5K sold.

Live Your Vision first reported a position in IEI in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 238 funds tracked by Wall St. Rank hold IEI as of Q4 2015.

Live Your Vision reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
Live Your Vision sold 42 iShares 3-7 Year Treasury Bond ETF shares in Q4 2015, an estimated $5K.
Live Your Vision first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
Live Your Vision's iShares 3-7 Year Treasury Bond ETF position peaked at $5K in Q3 2015.
238 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.