MWM
IEI icon

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 – 276
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.49B AUM 20.06% 1-Year Est. Return