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

AdvisorShares Investments’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	-7,314	Closed	-$952K	–	205
2021 Q3	$952K	Sell	7,314 -2,090	-22%	-$274K	0.15%	92
2021 Q2	$1.23M	Buy	+9,404	New	+$1.23M	0.17%	73
2021 Q1	–	Sell	-1,519	Closed	-$202K	–	158
2020 Q4	$202K	Buy	+1,519	New	+$202K	0.05%	121

Other funds holding IEI

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AdvisorShares Investments's IEI Position: Q4 2021 in Review

AdvisorShares Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 7,314 shares — an estimated $952K sold.

AdvisorShares Investments first reported a position in IEI in Q4 2020 and held it in 3 quarters. The position peaked at $1.23M in Q2 2021. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

AdvisorShares Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
AdvisorShares Investments sold 7,314 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $952K.
AdvisorShares Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
AdvisorShares Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $1.23M in Q2 2021.
535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on AdvisorShares Investments's 13F filing for Q4 2021, filed 31 Jan 2022.