Simply Money Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Simply Money Advisors’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 Q1	$27.9M	Sell	231,426 -122,261	-35%	-$14.7M	3.93%	8
2017 Q4	$43.2M	Sell	353,687 -151,854	-30%	-$18.7M	5.58%	5
2017 Q3	$62.4M	Buy	505,541 +4,128	+0.8%	+$512K	8.27%	4
2017 Q2	$62M	Sell	501,413 -1,175	-0.2%	-$145K	8.45%	4
2017 Q1	$61.8M	Buy	502,588 +146,663	+41%	+$18M	8.65%	4
2016 Q4	$43.6M	Buy	355,925 +348,619	+4,772%	+$43.2M	6.28%	5
2016 Q3	$924K	Buy	7,306 +4,901	+204%	+$621K	0.14%	24
2016 Q2	$306K	Buy	+2,405	New	+$303K	0.05%	24

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simply Money Advisors's IEI Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 35% in Q1 2018, selling an estimated $14.7M and leaving 231,426 shares worth $27.9M. The position accounts for 3.93% of the portfolio, ranked #8.

Simply Money Advisors first reported a position in IEI in Q2 2016 and has held it in 8 quarters since. The position peaked at $62.4M in Q3 2017. 285 funds tracked by Wall St. Rank hold IEI as of Q1 2018.

Simply Money Advisors held 231,426 shares of iShares 3-7 Year Treasury Bond ETF worth $27.9M as of Q1 2018.
Simply Money Advisors sold 122,261 iShares 3-7 Year Treasury Bond ETF shares in Q1 2018, an estimated $14.7M.
iShares 3-7 Year Treasury Bond ETF made up 3.93% of Simply Money Advisors's portfolio in Q1 2018, its #8 holding.
Simply Money Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and has held it in 8 quarters since.
Simply Money Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $62.4M in Q3 2017.
285 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.