TCI Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TCI Wealth 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
2019 Q2	–	Sell	-24	Closed	-$3K	–	1482
2019 Q1	$3K	Buy	24 +6	+33%	+$730	﹤0.01%	912
2018 Q4	$2K	Buy	+18	New	+$2.15K	﹤0.01%	1004

Other funds holding IEI

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TCI Wealth Advisors's IEI Position: Q2 2019 in Review

TCI Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2019, closing a stake of 24 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in IEI in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 371 funds tracked by Wall St. Rank hold IEI as of Q2 2019.

TCI Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
TCI Wealth Advisors sold 24 iShares 3-7 Year Treasury Bond ETF shares in Q2 2019, an estimated $3K.
TCI Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
TCI Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3K in Q1 2019.
371 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2019.

Based on TCI Wealth Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.