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Access Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Access Financial Services’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
Q4 		– Sell
-125,265
Closed -$16.3M – 118
2021
Q3 		$16.3M Buy
125,265
+69,389
+124% +$9.1M 7.36% 3
2021
Q2 		$7.29M Buy
+55,876
New +$7.29M 3.39% 4

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Financial Engines Advisors
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Access Financial Services's IEI Position: Q4 2021 in Review

Access Financial Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 125,265 shares — an estimated $16.3M sold.

Access Financial Services first reported a position in IEI in Q2 2021 and held it in 2 quarters. The position peaked at $16.3M in Q3 2021. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

  • Access Financial Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Access Financial Services sold 125,265 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $16.3M.
  • Access Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Access Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $16.3M in Q3 2021.
  • 535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Access Financial Services's 13F filing for Q4 2021, filed 14 Jan 2022.