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Peachtree Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Peachtree Investment 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
2015
Q3 		– Sell
-86
Closed -$11K – 170
2015
Q2 		$11K Hold
86
– – 0.01% 253
2015
Q1 		$11K Hold
86
– – 0.01% 263
2014
Q4 		$11K Hold
86
– – 0.01% 285
2014
Q3 		$10K Buy
+86
New +$10.4K 0.01% 297

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Peachtree Investment Advisors's IEI Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2015, closing a stake of 86 shares — an estimated $11K sold.

Peachtree Investment Advisors first reported a position in IEI in Q3 2014 and held it in 4 quarters. The position peaked at $11K in Q2 2015. 234 funds tracked by Wall St. Rank hold IEI as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 86 iShares 3-7 Year Treasury Bond ETF shares in Q3 2015, an estimated $11K.
  • Peachtree Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $11K in Q2 2015.
  • 234 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.