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

Vantage 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
2017 Q2	–	Sell	-400	Closed	-$49K	–	786
2017 Q1	$49K	Sell	400 -124	-24%	-$15.2K	0.02%	247
2016 Q4	$64K	Sell	524 -43	-8%	-$5.33K	0.03%	216
2016 Q3	$72K	Hold	567	–	–	0.03%	200
2016 Q2	$72K	Buy	567 +167	+42%	+$21K	0.03%	215
2016 Q1	$50K	Hold	400	–	–	0.02%	243
2015 Q4	$49K	Hold	400	–	–	0.02%	239
2015 Q3	$50K	Hold	400	–	–	0.03%	225
2015 Q2	$49K	Hold	400	–	–	0.03%	243
2015 Q1	$50K	Hold	400	–	–	0.01%	341
2014 Q4	$49K	Hold	400	–	–	0.03%	243
2014 Q3	$49K	Hold	400	–	–	0.03%	228
2014 Q2	$49K	Hold	400	–	–	0.03%	234
2014 Q1	$48K	Hold	400	–	–	0.03%	216
2013 Q4	$48K	Buy	+400	New	+$48.5K	0.03%	212

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vantage Investment Advisors's IEI Position: Q2 2017 in Review

Vantage Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2017, closing a stake of 400 shares — an estimated $49K sold.

Vantage Investment Advisors first reported a position in IEI in Q4 2013 and held it in 14 quarters. The position peaked at $72K in Q3 2016. 271 funds tracked by Wall St. Rank hold IEI as of Q2 2017.

Vantage Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
Vantage Investment Advisors sold 400 iShares 3-7 Year Treasury Bond ETF shares in Q2 2017, an estimated $49K.
Vantage Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2013 and held it in 14 quarters.
Vantage Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $72K in Q3 2016.
271 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2017.

Based on Vantage Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.