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Portfolio Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Portfolio Solutions’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
Q2 		– Sell
-148
Closed -$18K – 96
2018
Q1 		$18K Hold
148
– – ﹤0.01% 103
2017
Q4 		$18K Hold
148
– – ﹤0.01% 99
2017
Q3 		$18K Buy
148
+77
+108% +$9.55K ﹤0.01% 100
2017
Q2 		$9K Hold
71
– – ﹤0.01% 114
2017
Q1 		$9K Buy
+71
New +$8.71K ﹤0.01% 136

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Portfolio Solutions's IEI Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2018, closing a stake of 148 shares — an estimated $18K sold.

Portfolio Solutions first reported a position in IEI in Q1 2017 and held it in 5 quarters. The position peaked at $18K in Q1 2018. 301 funds tracked by Wall St. Rank hold IEI as of Q2 2018.

  • Portfolio Solutions reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 148 iShares 3-7 Year Treasury Bond ETF shares in Q2 2018, an estimated $18K.
  • Portfolio Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $18K in Q1 2018.
  • 301 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.