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Nuveen Fund Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Nuveen Fund Advisors’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
Q2 		– Sell
-3,693
Closed -$445K – 200
2018
Q1 		$445K Sell
3,693
-637
-15% -$76.8K 0.21% 152
2017
Q4 		$529K Sell
4,330
-719
-14% -$88.3K 0.15% 169
2017
Q3 		$624K Sell
5,049
-305
-6% -$37.8K 0.13% 199
2017
Q2 		$659K Buy
5,354
+899
+20% +$111K 0.11% 227
2017
Q1 		$551K Buy
+4,455
New +$547K 0.07% 275

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Nuveen Fund Advisors's IEI Position: Q2 2018 in Review

Nuveen Fund Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2018, closing a stake of 3,693 shares — an estimated $445K sold.

Nuveen Fund Advisors first reported a position in IEI in Q1 2017 and held it in 5 quarters. The position peaked at $659K in Q2 2017. 301 funds tracked by Wall St. Rank hold IEI as of Q2 2018.

  • Nuveen Fund Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 3,693 iShares 3-7 Year Treasury Bond ETF shares in Q2 2018, an estimated $445K.
  • Nuveen Fund Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 5 quarters.
  • Nuveen Fund Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $659K in Q2 2017.
  • 301 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2018.

Based on Nuveen Fund Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.