Peak Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Peak Capital Management’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 Q1	–	Sell	-16,233	Closed	-$1.97M	–	31
2018 Q4	$1.97M	Sell	16,233 -492	-3%	-$58.7K	1.42%	20
2018 Q3	$1.98M	Sell	16,725 -4,567	-21%	-$546K	1.46%	19
2018 Q2	$2.56M	Buy	21,292 +8,023	+60%	+$960K	1.55%	20
2018 Q1	$1.6M	Buy	13,269 +1,323	+11%	+$160K	1.24%	21
2017 Q4	$1.48M	Hold	11,946	–	–	1%	25
2017 Q3	$1.48M	Buy	+11,946	New	+$1.48M	0.98%	25

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Peak Capital Management's IEI Position: Q1 2019 in Review

Peak Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2019, closing a stake of 16,233 shares — an estimated $1.97M sold.

Peak Capital Management first reported a position in IEI in Q3 2017 and held it in 6 quarters. The position peaked at $2.56M in Q2 2018. 366 funds tracked by Wall St. Rank hold IEI as of Q1 2019.

Peak Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Peak Capital Management sold 16,233 iShares 3-7 Year Treasury Bond ETF shares in Q1 2019, an estimated $1.97M.
Peak Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2017 and held it in 6 quarters.
Peak Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.56M in Q2 2018.
366 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2019.

Based on Peak Capital Management's 13F filing for Q1 2019, filed 28 May 2019.