Quad-Cities Investment Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-55	Closed	-$7K	–	407
2019 Q3	$7K	Hold	55	–	–	0.01%	656
2019 Q2	$7K	Hold	55	–	–	0.01%	661
2019 Q1	$7K	Hold	55	–	–	0.01%	641
2018 Q4	$7K	Hold	55	–	–	0.01%	638
2018 Q3	$7K	Hold	55	–	–	0.01%	667
2018 Q2	$7K	Buy	+55	New	+$6.58K	0.01%	670

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Quad-Cities Investment Group's IEI Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2019, closing a stake of 55 shares — an estimated $7K sold.

Quad-Cities Investment Group first reported a position in IEI in Q2 2018 and held it in 6 quarters. The position peaked at $7K in Q3 2019. 406 funds tracked by Wall St. Rank hold IEI as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 55 iShares 3-7 Year Treasury Bond ETF shares in Q4 2019, an estimated $7K.
Quad-Cities Investment Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares 3-7 Year Treasury Bond ETF position peaked at $7K in Q3 2019.
406 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.