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

AdvicePeriod’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 Q2	$976K	Buy	7,475 +1	+0%	+$131	0.06%	68
2021 Q1	$971K	Sell	7,474 -1,643	-18%	-$216K	0.07%	64
2020 Q4	$1.21M	Sell	9,117 -9,756	-52%	-$1.3M	0.09%	60
2020 Q3	$2.52M	Sell	18,873 -4,163	-18%	-$556K	0.23%	52
2020 Q2	$3.08M	Buy	23,036 +626	+3%	+$83.4K	0.34%	47
2020 Q1	$2.99M	Sell	22,410 -9,752	-30%	-$1.26M	0.31%	51
2019 Q4	$4.04M	Sell	32,162 -765	-2%	-$96.6K	0.35%	46
2019 Q3	$4.17M	Buy	32,927 +6,396	+24%	+$808K	0.39%	43
2019 Q2	$3.34M	Buy	26,531 +5,541	+26%	+$685K	0.31%	46
2019 Q1	$2.59M	Buy	20,990 +1,135	+6%	+$138K	0.25%	53
2018 Q4	$2.41M	Buy	19,855 +2,916	+17%	+$348K	0.27%	51
2018 Q3	$2.02M	Buy	16,939 +8,551	+102%	+$1.02M	0.22%	51
2018 Q2	$1.01M	Buy	+8,388	New	+$1M	0.16%	47

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

PCA

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

SCM

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

AdvicePeriod's IEI Position: Q2 2021 in Review

AdvicePeriod increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.01% in Q2 2021, buying an estimated $131 and bringing the position to 7,475 shares worth $976K. The position accounts for 0.06% of the portfolio, ranked #68.

AdvicePeriod first reported a position in IEI in Q2 2018 and has held it in 13 quarters since. The position peaked at $4.17M in Q3 2019. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

AdvicePeriod held 7,475 shares of iShares 3-7 Year Treasury Bond ETF worth $976K as of Q2 2021.
AdvicePeriod bought 1 iShares 3-7 Year Treasury Bond ETF share in Q2 2021, an estimated $131.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of AdvicePeriod's portfolio in Q2 2021, its #68 holding.
AdvicePeriod first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and has held it in 13 quarters since.
AdvicePeriod's iShares 3-7 Year Treasury Bond ETF position peaked at $4.17M in Q3 2019.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.