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Northwest Investment Counselors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Northwest Investment Counselors’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
2019
Q4 		– Sell
-1,180
Closed -$150K – 321
2019
Q3 		$150K Buy
+1,180
New +$149K 0.05% 150

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Northwest Investment Counselors's IEI Position: Q4 2019 in Review

Northwest Investment Counselors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2019, closing a stake of 1,180 shares — an estimated $150K sold.

Northwest Investment Counselors first reported a position in IEI in Q3 2019 and held it in 1 quarter. The position peaked at $150K in Q3 2019. 406 funds tracked by Wall St. Rank hold IEI as of Q4 2019.

  • Northwest Investment Counselors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,180 iShares 3-7 Year Treasury Bond ETF shares in Q4 2019, an estimated $150K.
  • Northwest Investment Counselors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Northwest Investment Counselors's iShares 3-7 Year Treasury Bond ETF position peaked at $150K in Q3 2019.
  • 406 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.