MAS
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Madden Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Madden Advisory Services’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
2017
Q2 		– Sell
-104
Closed -$12K – 148
2017
Q1 		$12K Buy
+104
New +$12.8K 0.01% 199
2015
Q4 		– Sell
-104
Closed -$12K – 168
2015
Q3 		$12K Hold
104
– – 0.01% 211
2015
Q2 		$12K Buy
+104
New +$12.8K 0.01% 214
2015
Q1 		– Sell
-104
Closed -$13K – 166
2014
Q4 		$13K Hold
104
– – 0.01% 211
2014
Q3 		$13K Hold
104
– – 0.01% 265
2014
Q2 		$13K Sell
104
-16
-13% -$1.94K 0.01% 260
2014
Q1 		$14K Buy
120
+16
+15% +$1.94K 0.01% 248
2013
Q4 		$12K Buy
+104
New +$12.6K 0.01% 223

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return