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MYCIO Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MYCIO Wealth Partners’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
-129
Closed -$16K – 770
2015
Q3 		$16K Buy
+129
New +$15.9K ﹤0.01% 481

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VA
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MIH
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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MYCIO Wealth Partners's IEI Position: Q4 2015 in Review

MYCIO Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2015, closing a stake of 129 shares — an estimated $16K sold.

MYCIO Wealth Partners first reported a position in IEI in Q3 2015 and held it in 1 quarter. The position peaked at $16K in Q3 2015. 238 funds tracked by Wall St. Rank hold IEI as of Q4 2015.

  • MYCIO Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • MYCIO Wealth Partners sold 129 iShares 3-7 Year Treasury Bond ETF shares in Q4 2015, an estimated $16K.
  • MYCIO Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
  • MYCIO Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $16K in Q3 2015.
  • 238 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2015.

Based on MYCIO Wealth Partners's 13F filing for Q4 2015, filed 5 Feb 2016.