Advocacy Wealth Management Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Advocacy Wealth Management Services’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	–	Sell	-436	Closed	-$57K	–	203
2021 Q1	$57K	Sell	436 -15,553	-97%	-$2.05M	0.01%	57
2020 Q4	$2.13M	Sell	15,989 -5,059	-24%	-$673K	0.32%	29
2020 Q3	$2.81M	Buy	21,048 +2,973	+16%	+$397K	0.45%	25
2020 Q2	$2.42M	Buy	18,075 +590	+3%	+$78.6K	0.49%	23
2020 Q1	$2.33M	Sell	17,485 -12,936	-43%	-$1.67M	0.52%	17
2019 Q4	$3.83M	Sell	30,421 -38,585	-56%	-$4.87M	1.09%	17
2019 Q3	$8.75M	Buy	69,006 +8,208	+14%	+$1.04M	5.83%	5
2019 Q2	$7.65M	Buy	60,798 +45,117	+288%	+$5.58M	5.53%	4
2019 Q1	$1.92M	Buy	+15,681	New	+$1.91M	2.09%	11

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

Advocacy Wealth Management Services's IEI Position: Q2 2021 in Review

Advocacy Wealth Management Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 436 shares — an estimated $57K sold.

Advocacy Wealth Management Services first reported a position in IEI in Q1 2019 and held it in 9 quarters. The position peaked at $8.75M in Q3 2019. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

Advocacy Wealth Management Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 436 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $57K.
Advocacy Wealth Management Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 9 quarters.
Advocacy Wealth Management Services's iShares 3-7 Year Treasury Bond ETF position peaked at $8.75M in Q3 2019.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2021, filed 2 Jul 2021.