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Sadoff Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sadoff Investment 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
2017
Q4 		– Sell
-2,040
Closed -$252K – 87
2017
Q3 		$252K Hold
2,040
– – 0.02% 74
2017
Q2 		$252K Hold
2,040
– – 0.02% 62
2017
Q1 		$251K Hold
2,040
– – 0.02% 68
2016
Q4 		$250K Buy
+2,040
New +$253K 0.03% 65

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sadoff Investment Management's IEI Position: Q4 2017 in Review

Sadoff Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2017, closing a stake of 2,040 shares — an estimated $252K sold.

Sadoff Investment Management first reported a position in IEI in Q4 2016 and held it in 4 quarters. The position peaked at $252K in Q3 2017. 293 funds tracked by Wall St. Rank hold IEI as of Q4 2017.

  • Sadoff Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Sadoff Investment Management sold 2,040 iShares 3-7 Year Treasury Bond ETF shares in Q4 2017, an estimated $252K.
  • Sadoff Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and held it in 4 quarters.
  • Sadoff Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $252K in Q3 2017.
  • 293 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2017.

Based on Sadoff Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.