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

Advisor Group’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
2019 Q4	$6.71M	Sell	53,339 -3,489	-6%	-$441K	0.05%	328
2019 Q3	$7.21M	Sell	56,828 -16,990	-23%	-$2.15M	0.05%	306
2019 Q2	$9.28M	Buy	73,818 +13,908	+23%	+$1.72M	0.07%	239
2019 Q1	$7.38M	Buy	59,910 +3,001	+5%	+$365K	0.06%	279
2018 Q4	$6.91M	Buy	56,909 +28,500	+100%	+$3.4M	0.07%	239
2018 Q3	$3.38M	Buy	28,409 +5,260	+23%	+$629K	0.03%	452
2018 Q2	$2.78M	Sell	23,149 -11,263	-33%	-$1.35M	0.04%	427
2018 Q1	$4.15M	Buy	34,412 +3,133	+10%	+$378K	0.06%	303
2017 Q4	$3.82M	Buy	31,279 +8,802	+39%	+$1.08M	0.05%	336
2017 Q3	$2.78M	Sell	22,477 -7,136	-24%	-$885K	0.04%	387
2017 Q2	$3.66M	Buy	29,613 +11,225	+61%	+$1.39M	0.06%	295
2017 Q1	$2.26M	Sell	18,388 -2,634	-13%	-$323K	0.05%	418
2016 Q4	$2.58M	Sell	21,022 -30,299	-59%	-$3.76M	0.06%	353
2016 Q3	$6.5M	Buy	51,321 +14,483	+39%	+$1.83M	0.16%	146
2016 Q2	$4.69M	Buy	+36,838	New	+$4.64M	0.12%	189

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PCA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Advisor Group's IEI Position: Q4 2019 in Review

Advisor Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.1% in Q4 2019, selling an estimated $441K and leaving 53,339 shares worth $6.71M. The position accounts for 0.05% of the portfolio, ranked #328.

Advisor Group first reported a position in IEI in Q2 2016 and has held it in 15 quarters since. The position peaked at $9.28M in Q2 2019. 406 funds tracked by Wall St. Rank hold IEI as of Q4 2019.

Advisor Group held 53,339 shares of iShares 3-7 Year Treasury Bond ETF worth $6.71M as of Q4 2019.
Advisor Group sold 3,489 iShares 3-7 Year Treasury Bond ETF shares in Q4 2019, an estimated $441K.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Advisor Group's portfolio in Q4 2019, its #328 holding.
Advisor Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares 3-7 Year Treasury Bond ETF position peaked at $9.28M in Q2 2019.
406 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.