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

WealthOne’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
-409
Closed -$50K – 286
2018
Q4 		$50K Buy
+409
New +$48.8K 0.04% 177

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthOne's IEI Position: Q1 2019 in Review

WealthOne sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2019, closing a stake of 409 shares — an estimated $50K sold.

WealthOne first reported a position in IEI in Q4 2018 and held it in 1 quarter. The position peaked at $50K in Q4 2018. 366 funds tracked by Wall St. Rank hold IEI as of Q1 2019.

  • WealthOne reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 409 iShares 3-7 Year Treasury Bond ETF shares in Q1 2019, an estimated $50K.
  • WealthOne first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares 3-7 Year Treasury Bond ETF position peaked at $50K in Q4 2018.
  • 366 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.