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Raab & Moskowitz Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Raab & Moskowitz Asset 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
2018
Q4 		– Sell
-25
Closed -$2K – 316
2018
Q3 		$2K Buy
+25
New +$2.99K ﹤0.01% 509

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Raab & Moskowitz Asset Management's IEI Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2018, closing a stake of 25 shares — an estimated $2K sold.

Raab & Moskowitz Asset Management first reported a position in IEI in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 344 funds tracked by Wall St. Rank hold IEI as of Q4 2018.

  • Raab & Moskowitz Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 25 iShares 3-7 Year Treasury Bond ETF shares in Q4 2018, an estimated $2K.
  • Raab & Moskowitz Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.