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Mosaic Family Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mosaic Family Wealth’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
-380
Closed -$45.3K – 645
2018
Q3 		$45K Sell
380
-461
-55% -$55.1K 0.02% 333
2018
Q2 		$101K Hold
841
– – 0.04% 223
2018
Q1 		$101K Hold
841
– – 0.04% 223
2017
Q4 		$103K Buy
+841
New +$103K 0.04% 234

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
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 $666B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Mosaic Family Wealth's IEI Position: Q4 2018 in Review

Mosaic Family Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2018, closing a stake of 380 shares — an estimated $45.3K sold.

Mosaic Family Wealth first reported a position in IEI in Q4 2017 and held it in 4 quarters. The position peaked at $103K in Q4 2017. 344 funds tracked by Wall St. Rank hold IEI as of Q4 2018.

  • Mosaic Family Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 380 iShares 3-7 Year Treasury Bond ETF shares in Q4 2018, an estimated $45.3K.
  • Mosaic Family Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
  • Mosaic Family Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $103K in Q4 2017.
  • 344 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.