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

Palladium 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
2014
Q2 		– Sell
-1,627
Closed -$196K – 342
2014
Q1 		$196K Sell
1,627
-555
-25% -$67.2K 0.02% 251
2013
Q4 		$262K Buy
2,182
+1,122
+106% +$136K 0.02% 230
2013
Q3 		$129K Sell
1,060
-260
-20% -$31.3K 0.01% 279
2013
Q2 		$159K Buy
+1,320
New +$162K 0.02% 252

Other funds holding IEI

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Palladium Partners's IEI Position: Q2 2014 in Review

Palladium Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2014, closing a stake of 1,627 shares — an estimated $196K sold.

Palladium Partners first reported a position in IEI in Q2 2013 and held it in 4 quarters. The position peaked at $262K in Q4 2013. 144 funds tracked by Wall St. Rank hold IEI as of Q2 2014.

  • Palladium Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,627 iShares 3-7 Year Treasury Bond ETF shares in Q2 2014, an estimated $196K.
  • Palladium Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
  • Palladium Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $262K in Q4 2013.
  • 144 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.