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

WFG Advisors’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
Q1 		– Sell
-530
Closed -$65K – 1569
2016
Q4 		$65K Sell
530
-28
-5% -$3.47K 0.02% 656
2016
Q3 		$71K Sell
558
-6
-1% -$760 0.02% 620
2016
Q2 		$72K Buy
564
+1
+0.2% +$126 0.02% 588
2016
Q1 		$71K Buy
563
+27
+5% +$3.37K 0.02% 567
2015
Q4 		$66K Sell
536
-50
-9% -$6.18K 0.02% 578
2015
Q3 		$73K Buy
586
+149
+34% +$18.4K 0.02% 534
2015
Q2 		$54K Buy
437
+25
+6% +$3.08K 0.01% 705
2015
Q1 		$51K Buy
412
+1
+0.2% +$124 0.01% 726
2014
Q4 		$50K Buy
411
+401
+4,010% +$49.1K 0.01% 884
2014
Q3 		$1K Hold
10
– – ﹤0.01% 1979
2014
Q2 		$1K Hold
10
– – ﹤0.01% 1904
2014
Q1 		$1K Sell
10
-794
-99% -$96.1K ﹤0.01% 1893
2013
Q4 		$96K Buy
804
+155
+24% +$18.8K 0.01% 757
2013
Q3 		$79K Hold
649
– – 0.01% 777
2013
Q2 		$78K Buy
+649
New +$79.8K 0.01% 744

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

WFG Advisors's IEI Position: Q1 2017 in Review

WFG Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2017, closing a stake of 530 shares — an estimated $65K sold.

WFG Advisors first reported a position in IEI in Q2 2013 and held it in 15 quarters. The position peaked at $96K in Q4 2013. 261 funds tracked by Wall St. Rank hold IEI as of Q1 2017.

  • WFG Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 530 iShares 3-7 Year Treasury Bond ETF shares in Q1 2017, an estimated $65K.
  • WFG Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $96K in Q4 2013.
  • 261 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.