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Madison Investment Holdings’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Madison Investment Holdings’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
Q3 		– Sell
-5,541
Closed -$665K – 262
2018
Q2 		$665K Sell
5,541
-7,315
-57% -$875K 0.01% 221
2018
Q1 		$1.55M Sell
12,856
-5,722
-31% -$690K 0.03% 190
2017
Q4 		$2.27M Sell
18,578
-22,486
-55% -$2.76M 0.04% 192
2017
Q3 		$5.07M Sell
41,064
-84,748
-67% -$10.5M 0.09% 173
2017
Q2 		$15.5M Sell
125,812
-140,952
-53% -$17.4M 0.29% 116
2017
Q1 		$32.8M Buy
266,764
+27,312
+11% +$3.35M 0.61% 55
2016
Q4 		$29.3M Sell
239,452
-142,668
-37% -$17.7M 0.57% 62
2016
Q3 		$48.4M Sell
382,120
-102,442
-21% -$13M 0.95% 30
2016
Q2 		$61.7M Sell
484,562
-364,533
-43% -$45.9M 1.28% 18
2016
Q1 		$107M Sell
849,095
-224,578
-21% -$28.1M 2.27% 2
2015
Q4 		$132M Buy
1,073,673
+317,802
+42% +$39.3M 2.86% 1
2015
Q3 		$94.2M Buy
755,871
+66,597
+10% +$8.22M 2.07% 5
2015
Q2 		$84.8M Sell
689,274
-64,645
-9% -$7.98M 1.72% 6
2015
Q1 		$93.6M Buy
+753,919
New +$93.2M 1.84% 6

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 $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Madison Investment Holdings's IEI Position: Q3 2018 in Review

Madison Investment Holdings sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2018, closing a stake of 5,541 shares — an estimated $665K sold.

Madison Investment Holdings first reported a position in IEI in Q1 2015 and held it in 14 quarters. The position peaked at $132M in Q4 2015. 309 funds tracked by Wall St. Rank hold IEI as of Q3 2018.

  • Madison Investment Holdings reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 5,541 iShares 3-7 Year Treasury Bond ETF shares in Q3 2018, an estimated $665K.
  • Madison Investment Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2015 and held it in 14 quarters.
  • Madison Investment Holdings's iShares 3-7 Year Treasury Bond ETF position peaked at $132M in Q4 2015.
  • 309 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2018.

Based on Madison Investment Holdings's 13F filing for Q3 2018, filed 14 Nov 2018.