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Willingdon Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Willingdon Wealth Management’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
-264
Closed -$32K – 373
2018
Q4 		$32K Buy
+264
New +$31.5K 0.01% 211

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PCA
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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

Willingdon Wealth Management's IEI Position: Q1 2019 in Review

Willingdon Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2019, closing a stake of 264 shares — an estimated $32K sold.

Willingdon Wealth Management first reported a position in IEI in Q4 2018 and held it in 1 quarter. The position peaked at $32K in Q4 2018. 366 funds tracked by Wall St. Rank hold IEI as of Q1 2019.

  • Willingdon Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 264 iShares 3-7 Year Treasury Bond ETF shares in Q1 2019, an estimated $32K.
  • Willingdon Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $32K in Q4 2018.
  • 366 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2019.

Based on Willingdon Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.