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

WealthTrust-Arizona’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
2016
Q2 		– Sell
-2,652
Closed -$334K – 602
2016
Q1 		$334K Buy
+2,652
New +$331K 0.21% 43

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

WealthTrust-Arizona's IEI Position: Q2 2016 in Review

WealthTrust-Arizona sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2016, closing a stake of 2,652 shares — an estimated $334K sold.

WealthTrust-Arizona first reported a position in IEI in Q1 2016 and held it in 1 quarter. The position peaked at $334K in Q1 2016. 256 funds tracked by Wall St. Rank hold IEI as of Q2 2016.

  • WealthTrust-Arizona reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • WealthTrust-Arizona sold 2,652 iShares 3-7 Year Treasury Bond ETF shares in Q2 2016, an estimated $334K.
  • WealthTrust-Arizona first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • WealthTrust-Arizona's iShares 3-7 Year Treasury Bond ETF position peaked at $334K in Q1 2016.
  • 256 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2016.

Based on WealthTrust-Arizona's 13F filing for Q2 2016, filed 20 Jul 2016.