Accurate Investment Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-81	Closed	-$11K	–	181
2020 Q1	$11K	Sell	81 -20	-20%	-$2.58K	0.01%	275
2019 Q4	$13K	Hold	101	–	–	0.01%	254
2019 Q3	$13K	Sell	101 -80	-44%	-$10.1K	0.01%	215
2019 Q2	$23K	Hold	181	–	–	0.02%	158
2019 Q1	$22K	Hold	181	–	–	0.02%	157
2018 Q4	$22K	Hold	181	–	–	0.02%	150
2018 Q3	$22K	Hold	181	–	–	0.02%	174
2018 Q2	$22K	Sell	181 -212	-54%	-$25.4K	0.02%	205
2018 Q1	$47K	Buy	393 +1	+0.3%	+$121	0.04%	144
2017 Q4	$48K	Sell	392 -51	-12%	-$6.26K	0.04%	142
2017 Q3	$55K	Buy	443 +1	+0.2%	+$124	0.04%	136
2017 Q2	$55K	Sell	442 -106	-19%	-$13.1K	0.05%	123
2017 Q1	$67K	Buy	548 +1	+0.2%	+$123	0.05%	92
2016 Q4	$67K	Sell	547 -18,701	-97%	-$2.32M	0.06%	100
2016 Q3	$2.44M	Buy	19,248 +18,814	+4,335%	+$2.38M	2.23%	27
2016 Q2	$55K	Buy	434 +1	+0.2%	+$126	0.06%	103
2016 Q1	$55K	Buy	433 +1	+0.2%	+$125	0.05%	148
2015 Q4	$53K	Buy	+432	New	+$53.4K	0.05%	109

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accurate Investment Solutions's IEI Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 81 shares — an estimated $11K sold.

Accurate Investment Solutions first reported a position in IEI in Q4 2015 and held it in 18 quarters. The position peaked at $2.44M in Q3 2016. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

Accurate Investment Solutions reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 81 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $11K.
Accurate Investment Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 18 quarters.
Accurate Investment Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $2.44M in Q3 2016.
492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.