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Rezny Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Rezny Wealth 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
2016
Q4 		– Sell
-34,908
Closed -$4.42M – 17
2016
Q3 		$4.42M Buy
+34,908
New +$4.42M 4.14% 10

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VIM
VCU Investment Management Richmond, Virginia $77.1M AUM

Rezny Wealth Management's IEI Position: Q4 2016 in Review

Rezny Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2016, closing a stake of 34,908 shares — an estimated $4.42M sold.

Rezny Wealth Management first reported a position in IEI in Q3 2016 and held it in 1 quarter. The position peaked at $4.42M in Q3 2016. 256 funds tracked by Wall St. Rank hold IEI as of Q4 2016.

  • Rezny Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Rezny Wealth Management sold 34,908 iShares 3-7 Year Treasury Bond ETF shares in Q4 2016, an estimated $4.42M.
  • Rezny Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Rezny Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.42M in Q3 2016.
  • 256 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2016.

Based on Rezny Wealth Management's 13F filing for Q4 2016, filed 2 Feb 2017.