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

ACG Wealth’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
2022 Q3	–	Sell	-15	Closed	-$2K	–	586
2022 Q2	$2K	Buy	+15	New	+$1.79K	﹤0.01%	819
2020 Q1	–	Sell	-3,278	Closed	-$412K	–	305
2019 Q4	$412K	Hold	3,278	–	–	0.06%	232
2019 Q3	$416K	Sell	3,278 -334	-9%	-$42.2K	0.06%	229
2019 Q2	$454K	Hold	3,612	–	–	0.06%	231
2019 Q1	$445K	Sell	3,612 -55	-1%	-$6.7K	0.06%	220
2018 Q4	$445K	Hold	3,667	–	–	0.07%	192
2018 Q3	$437K	Hold	3,667	–	–	0.06%	205
2018 Q2	$440K	Hold	3,667	–	–	0.07%	188
2018 Q1	$442K	Buy	3,667 +175	+5%	+$21.1K	0.07%	193
2017 Q4	$427K	Buy	3,492 +263	+8%	+$32.3K	0.06%	216
2017 Q3	$399K	Sell	3,229 -1,981	-38%	-$246K	0.07%	184
2017 Q2	$644K	Buy	5,210 +2,258	+76%	+$279K	0.11%	164
2017 Q1	$363K	Buy	+2,952	New	+$362K	0.07%	193

Other funds holding IEI

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

PCA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ACG Wealth's IEI Position: Q3 2022 in Review

ACG Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

ACG Wealth first reported a position in IEI in Q1 2017 and held it in 13 quarters. The position peaked at $644K in Q2 2017. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

ACG Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 15 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $2K.
ACG Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 13 quarters.
ACG Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $644K in Q2 2017.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.