WA
IEI icon

Wambolt & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wambolt & Associates’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
Q1 		– Sell
-2,960
Closed -$359K – 154
2018
Q4 		$359K Buy
+2,960
New +$353K 0.4% 89

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wambolt & Associates's IEI Position: Q1 2019 in Review

Wambolt & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2019, closing a stake of 2,960 shares — an estimated $359K sold.

Wambolt & Associates first reported a position in IEI in Q4 2018 and held it in 1 quarter. The position peaked at $359K in Q4 2018. 366 funds tracked by Wall St. Rank hold IEI as of Q1 2019.

  • Wambolt & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Wambolt & Associates sold 2,960 iShares 3-7 Year Treasury Bond ETF shares in Q1 2019, an estimated $359K.
  • Wambolt & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Wambolt & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $359K in Q4 2018.
  • 366 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2019.

Based on Wambolt & Associates's 13F filing for Q1 2019, filed 11 Apr 2019.