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Secrest Blakey & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Secrest Blakey & Associates’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
Q3 		– Sell
-50
Closed -$6K – 137
2019
Q2 		$6K Buy
50
+19
+61% +$2.35K 0.01% 125
2019
Q1 		$4K Buy
+31
New +$3.77K ﹤0.01% 120

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Secrest Blakey & Associates's IEI Position: Q3 2019 in Review

Secrest Blakey & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2019, closing a stake of 50 shares — an estimated $6K sold.

Secrest Blakey & Associates first reported a position in IEI in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

  • Secrest Blakey & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 50 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $6K.
  • Secrest Blakey & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 2 quarters.
  • Secrest Blakey & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $6K in Q2 2019.
  • 369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Secrest Blakey & Associates's 13F filing for Q3 2019, filed 13 Nov 2019.