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

WealthShield’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
Q4 		$46K Buy
+378
New +$46.4K 0.03% 156

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthShield's IEI Position: Q4 2017 in Review

WealthShield opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2017: 378 shares worth $46K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings.

293 funds tracked by Wall St. Rank hold IEI as of Q4 2017.

  • WealthShield held 378 shares of iShares 3-7 Year Treasury Bond ETF worth $46K as of Q4 2017.
  • iShares 3-7 Year Treasury Bond ETF was a new WealthShield position in Q4 2017.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of WealthShield's portfolio in Q4 2017, its #156 holding.
  • 293 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.