American Portfolios Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

American Portfolios Advisors’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	$3.39M	Sell	29,687 -8,650	-23%	-$1.02M	0.14%	145
2022 Q2	$4.58M	Buy	38,337 +1,893	+5%	+$226K	0.19%	113
2022 Q1	$4.45M	Buy	36,444 +31,480	+634%	+$3.95M	0.15%	129
2021 Q4	$639K	Sell	4,964 -341	-6%	-$44K	0.02%	635
2021 Q3	$691K	Sell	5,305 -125	-2%	-$16.4K	0.03%	574
2021 Q2	$709K	Sell	5,430 -46	-0.8%	-$6K	0.03%	575
2021 Q1	$711K	Sell	5,476 -21,321	-80%	-$2.8M	0.03%	527
2020 Q4	$3.56M	Sell	26,797 -1,445	-5%	-$192K	0.18%	108
2020 Q3	$3.77M	Sell	28,242 -10,782	-28%	-$1.44M	0.22%	90
2020 Q2	$5.22M	Buy	39,024 +16,553	+74%	+$2.21M	0.34%	55
2020 Q1	$3M	Sell	22,471 -3,537	-14%	-$456K	0.25%	87
2019 Q4	$3.27M	Buy	26,008 +3,487	+15%	+$440K	0.23%	102
2019 Q3	$2.86M	Buy	22,521 +2,251	+11%	+$284K	0.23%	94
2019 Q2	$2.55M	Buy	20,270 +1,137	+6%	+$141K	0.21%	107
2019 Q1	$2.36M	Sell	19,133 -158	-0.8%	-$19.2K	0.22%	100
2018 Q4	$2.34M	Buy	19,291 +3,119	+19%	+$372K	0.29%	83
2018 Q3	$1.93M	Buy	16,172 +1,652	+11%	+$198K	0.22%	97
2018 Q2	$1.74M	Buy	14,520 +16	+0.1%	+$1.91K	0.24%	89
2018 Q1	$1.75M	Buy	14,504 +1,900	+15%	+$229K	0.26%	82
2017 Q4	$1.54M	Buy	+12,604	New	+$1.55M	0.24%	85

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 $424B AUM 22.96% 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 $51.6B AUM 27.34% 1-Year Est. Return

American Portfolios Advisors's IEI Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 23% in Q3 2022, selling an estimated $1.02M and leaving 29,687 shares worth $3.39M. The position accounts for 0.14% of the portfolio, ranked #145.

American Portfolios Advisors first reported a position in IEI in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.22M in Q2 2020. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

American Portfolios Advisors held 29,687 shares of iShares 3-7 Year Treasury Bond ETF worth $3.39M as of Q3 2022.
American Portfolios Advisors sold 8,650 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $1.02M.
iShares 3-7 Year Treasury Bond ETF made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #145 holding.
American Portfolios Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $5.22M in Q2 2020.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.