SIA
IEI icon

Stancorp Investment Advisers’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$181K Sell
1,458
-140
-9% -$17.3K 0.09% 172
2014
Q4 		$195K Buy
+1,598
New +$196K 0.09% 168

Other funds holding IEI

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Stancorp Investment Advisers's IEI Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.8% in Q1 2015, selling an estimated $17.3K and leaving 1,458 shares worth $181K. The position accounts for 0.09% of the portfolio, ranked #172.

Stancorp Investment Advisers first reported a position in IEI in Q4 2014 and has held it in 2 quarters since. The position peaked at $195K in Q4 2014. 187 funds tracked by Wall St. Rank hold IEI as of Q1 2015.

  • Stancorp Investment Advisers held 1,458 shares of iShares 3-7 Year Treasury Bond ETF worth $181K as of Q1 2015.
  • Stancorp Investment Advisers sold 140 iShares 3-7 Year Treasury Bond ETF shares in Q1 2015, an estimated $17.3K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Stancorp Investment Advisers's portfolio in Q1 2015, its #172 holding.
  • Stancorp Investment Advisers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares 3-7 Year Treasury Bond ETF position peaked at $195K in Q4 2014.
  • 187 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.