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Spruce Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Spruce Investment 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
2013
Q4 		– Sell
-12,784
Closed -$1.55M – 19
2013
Q3 		$1.55M Sell
12,784
-111,009
-90% -$13.4M 1.12% 10
2013
Q2 		$14.9M Buy
+123,793
New +$15.2M 18.29% 3

Other funds holding IEI

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Spruce Investment Advisors's IEI Position: Q4 2013 in Review

Spruce Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2013, closing a stake of 12,784 shares — an estimated $1.55M sold.

Spruce Investment Advisors first reported a position in IEI in Q2 2013 and held it in 2 quarters. The position peaked at $14.9M in Q2 2013. 142 funds tracked by Wall St. Rank hold IEI as of Q4 2013.

  • Spruce Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Spruce Investment Advisors sold 12,784 iShares 3-7 Year Treasury Bond ETF shares in Q4 2013, an estimated $1.55M.
  • Spruce Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Spruce Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $14.9M in Q2 2013.
  • 142 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2013.

Based on Spruce Investment Advisors's 13F filing for Q4 2013, filed 4 Feb 2014.