San Francisco Sentry Investment Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

San Francisco Sentry 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
2018 Q2	–	Sell	-134	Closed	-$16K	–	796
2018 Q1	$16K	Hold	134	–	–	﹤0.01%	621
2017 Q4	$16K	Hold	134	–	–	﹤0.01%	608
2017 Q3	$17K	Hold	134	–	–	0.01%	580
2017 Q2	$17K	Buy	+134	New	+$16.6K	0.01%	478

Other funds holding IEI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

San Francisco Sentry Investment Group's IEI Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2018, closing a stake of 134 shares — an estimated $16K sold.

San Francisco Sentry Investment Group first reported a position in IEI in Q2 2017 and held it in 4 quarters. The position peaked at $17K in Q3 2017. 301 funds tracked by Wall St. Rank hold IEI as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 134 iShares 3-7 Year Treasury Bond ETF shares in Q2 2018, an estimated $16K.
San Francisco Sentry Investment Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and held it in 4 quarters.
San Francisco Sentry Investment Group's iShares 3-7 Year Treasury Bond ETF position peaked at $17K in Q3 2017.
301 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.