MinichMacGregor Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MinichMacGregor Wealth Management’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 Q4	–	Sell	-293	Closed	-$34K	–	275
2018 Q3	$34K	Hold	293	–	–	0.02%	158
2018 Q2	$35K	Sell	293 -38	-11%	-$4.54K	0.02%	143
2018 Q1	$39K	Hold	331	–	–	0.03%	129
2017 Q4	$40K	Hold	331	–	–	0.03%	125
2017 Q3	$40K	Hold	331	–	–	0.03%	120
2017 Q2	$40K	Hold	331	–	–	0.03%	109
2017 Q1	$40K	Hold	331	–	–	0.04%	115
2016 Q4	$40K	Hold	331	–	–	0.04%	122
2016 Q3	$41K	Hold	331	–	–	0.04%	127
2016 Q2	$42K	Hold	331	–	–	0.04%	123
2016 Q1	$41K	Hold	331	–	–	0.04%	121
2015 Q4	$40K	Buy	+331	New	+$40.9K	0.04%	116

Other funds holding IEI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

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

Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

MinichMacGregor Wealth Management's IEI Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2018, closing a stake of 293 shares — an estimated $34K sold.

MinichMacGregor Wealth Management first reported a position in IEI in Q4 2015 and held it in 12 quarters. The position peaked at $42K in Q2 2016. 344 funds tracked by Wall St. Rank hold IEI as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 293 iShares 3-7 Year Treasury Bond ETF shares in Q4 2018, an estimated $34K.
MinichMacGregor Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $42K in Q2 2016.
344 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.