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Osborn Williams & Donohoe’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-70
Closed -$9K – 472
2019
Q1 		$9K Buy
+70
New +$8.52K ﹤0.01% 638

Other funds holding IEI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osborn Williams & Donohoe's IEI Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2019, closing a stake of 70 shares — an estimated $9K sold.

Osborn Williams & Donohoe first reported a position in IEI in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 371 funds tracked by Wall St. Rank hold IEI as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 70 iShares 3-7 Year Treasury Bond ETF shares in Q2 2019, an estimated $9K.
  • Osborn Williams & Donohoe first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares 3-7 Year Treasury Bond ETF position peaked at $9K in Q1 2019.
  • 371 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.