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Ameritas Investment Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ameritas Investment Company’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
-2,710
Closed -$352K – 1335
2021
Q1 		$352K Buy
+2,710
New +$356K 0.03% 428
2020
Q2 		– Sell
-235
Closed -$31K – 911
2020
Q1 		$31K Sell
235
-14
-6% -$1.8K 0.01% 853
2019
Q4 		$31K Buy
249
+31
+14% +$3.92K 0.01% 631
2019
Q3 		$28K Buy
+218
New +$27.5K 0.01% 824

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ameritas Investment Company's IEI Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 2,710 shares — an estimated $352K sold.

Ameritas Investment Company first reported a position in IEI in Q3 2019 and held it in 4 quarters. The position peaked at $352K in Q1 2021. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 2,710 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $352K.
  • Ameritas Investment Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 4 quarters.
  • Ameritas Investment Company's iShares 3-7 Year Treasury Bond ETF position peaked at $352K in Q1 2021.
  • 489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.