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MB Financial Bank - Trust Department’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MB Financial Bank - Trust Department’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
-312
Closed -$39K – 590
2015
Q3 		$39K Hold
312
– – ﹤0.01% 268
2015
Q2 		$38K Buy
+312
New +$38.5K ﹤0.01% 272

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MB Financial Bank - Trust Department's IEI Position: Q4 2015 in Review

MB Financial Bank - Trust Department sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2015, closing a stake of 312 shares — an estimated $39K sold.

MB Financial Bank - Trust Department first reported a position in IEI in Q2 2015 and held it in 2 quarters. The position peaked at $39K in Q3 2015. 237 funds tracked by Wall St. Rank hold IEI as of Q4 2015.

  • MB Financial Bank - Trust Department reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 312 iShares 3-7 Year Treasury Bond ETF shares in Q4 2015, an estimated $39K.
  • MB Financial Bank - Trust Department first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and held it in 2 quarters.
  • MB Financial Bank - Trust Department's iShares 3-7 Year Treasury Bond ETF position peaked at $39K in Q3 2015.
  • 237 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2015.

Based on MB Financial Bank - Trust Department's 13F filing for Q4 2015, filed 7 Jan 2016.