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Piershale Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Piershale Financial Group’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
2016
Q1 		– Sell
-112
Closed -$14K – 164
2015
Q4 		$14K Buy
+112
New +$13.8K 0.01% 93

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WIM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Piershale Financial Group's IEI Position: Q1 2016 in Review

Piershale Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2016, closing a stake of 112 shares — an estimated $14K sold.

Piershale Financial Group first reported a position in IEI in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 257 funds tracked by Wall St. Rank hold IEI as of Q1 2016.

  • Piershale Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Piershale Financial Group sold 112 iShares 3-7 Year Treasury Bond ETF shares in Q1 2016, an estimated $14K.
  • Piershale Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 1 quarter.
  • Piershale Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $14K in Q4 2015.
  • 257 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2016.

Based on Piershale Financial Group's 13F filing for Q1 2016, filed 15 Apr 2016.