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

UBP 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
2018
Q4 		– Sell
-5,480
Closed -$653K – 50
2018
Q3 		$653K Hold
5,480
– – 0.62% 39
2018
Q2 		$653K Hold
5,480
– – 0.77% 31
2018
Q1 		$661K Hold
5,480
– – 0.71% 31
2017
Q4 		$669K Buy
+5,480
New +$673K 0.79% 36

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

UBP Investment Advisors's IEI Position: Q4 2018 in Review

UBP Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2018, closing a stake of 5,480 shares — an estimated $653K sold.

UBP Investment Advisors first reported a position in IEI in Q4 2017 and held it in 4 quarters. The position peaked at $669K in Q4 2017. 344 funds tracked by Wall St. Rank hold IEI as of Q4 2018.

  • UBP Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 5,480 iShares 3-7 Year Treasury Bond ETF shares in Q4 2018, an estimated $653K.
  • UBP Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
  • UBP Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $669K in Q4 2017.
  • 344 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2018.

Based on UBP Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.