National Planning Corporation’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

National Planning Corporation’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 Q1	–	Sell	-47	Closed	-$5.76K	–	16
2017 Q4	$5.76K	Buy	+47	New	+$5.77K	0.79%	32
2015 Q1	–	Sell	-522	Closed	-$64.4K	–	1310
2014 Q4	$64.4K	Buy	+522	New	+$63.9K	﹤0.01%	1137
2014 Q2	–	Sell	-2,798	Closed	-$336K	–	761
2014 Q1	$336K	Sell	2,798 -70,760	-96%	-$8.57M	0.03%	509
2013 Q4	$8.82M	Buy	73,558 +4,737	+7%	+$574K	0.79%	25
2013 Q3	$8.33M	Buy	68,821 +65,798	+2,177%	+$7.92M	0.81%	28
2013 Q2	$364K	Buy	+3,023	New	+$372K	0.05%	341

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PCA

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

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

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

National Planning Corporation's IEI Position: Q1 2018 in Review

National Planning Corporation sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2018, closing a stake of 47 shares — an estimated $5.76K sold.

National Planning Corporation first reported a position in IEI in Q2 2013 and held it in 6 quarters. The position peaked at $8.82M in Q4 2013. 285 funds tracked by Wall St. Rank hold IEI as of Q1 2018.

National Planning Corporation reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
National Planning Corporation sold 47 iShares 3-7 Year Treasury Bond ETF shares in Q1 2018, an estimated $5.76K.
National Planning Corporation first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
National Planning Corporation's iShares 3-7 Year Treasury Bond ETF position peaked at $8.82M in Q4 2013.
285 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.