PFA
IEI icon

Pathway Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pathway Financial 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
Q3 		– Sell
-1
Closed – – 219
2018
Q2 		$0 Hold
1
– – ﹤0.01% 425
2018
Q1 		$0 Hold
1
– – ﹤0.01% 446
2017
Q4 		$0 Buy
+1
New +$123 ﹤0.01% 460

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Pathway Financial Advisors's IEI Position: Q3 2018 in Review

Pathway Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2018, closing a stake of 1 share.

Pathway Financial Advisors first reported a position in IEI in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q2 2018. 309 funds tracked by Wall St. Rank hold IEI as of Q3 2018.

  • Pathway Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1 iShares 3-7 Year Treasury Bond ETF share in Q3 2018.
  • Pathway Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $0 in Q2 2018.
  • 309 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.