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Veritable’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Veritable’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
2014
Q1 		– Sell
-613
Closed -$74K – 951
2013
Q4 		$74K Buy
+613
New +$74.3K ﹤0.01% 915

Other funds holding IEI

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Veritable's IEI Position: Q1 2014 in Review

Veritable sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2014, closing a stake of 613 shares — an estimated $74K sold.

Veritable first reported a position in IEI in Q4 2013 and held it in 1 quarter. The position peaked at $74K in Q4 2013. 151 funds tracked by Wall St. Rank hold IEI as of Q1 2014.

  • Veritable reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Veritable sold 613 iShares 3-7 Year Treasury Bond ETF shares in Q1 2014, an estimated $74K.
  • Veritable first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
  • Veritable's iShares 3-7 Year Treasury Bond ETF position peaked at $74K in Q4 2013.
  • 151 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.