6M
IEI icon

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

6 Meridian’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
2021
Q3 		– Sell
-99,855
Closed -$13M – 443
2021
Q2 		$13M Buy
+99,855
New +$13M 1.03% 14

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

6 Meridian's IEI Position: Q3 2021 in Review

6 Meridian sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 99,855 shares — an estimated $13M sold.

6 Meridian first reported a position in IEI in Q2 2021 and held it in 1 quarter. The position peaked at $13M in Q2 2021. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

  • 6 Meridian reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • 6 Meridian sold 99,855 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $13M.
  • 6 Meridian first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • 6 Meridian's iShares 3-7 Year Treasury Bond ETF position peaked at $13M in Q2 2021.
  • 496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on 6 Meridian's 13F filing for Q3 2021, filed 3 Nov 2021.