Anfield Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Anfield Capital Management’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
2024 Q2	–	Sell	-192	Closed	-$22.2K	–	464
2024 Q1	$22.2K	Buy	+192	New	+$22.3K	0.01%	117
2021 Q2	–	Sell	-2,516	Closed	-$327K	–	221
2021 Q1	$327K	Buy	2,516 +1,023	+69%	+$135K	0.13%	74
2020 Q4	$199K	Buy	+1,493	New	+$199K	0.08%	87
2020 Q1	–	Sell	-639	Closed	-$81K	–	235
2019 Q4	$81K	Buy	+639	New	+$80.7K	0.03%	180

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Anfield Capital Management's IEI Position: Q2 2024 in Review

Anfield Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 192 shares — an estimated $22.2K sold.

Anfield Capital Management first reported a position in IEI in Q4 2019 and held it in 4 quarters. The position peaked at $327K in Q1 2021. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

Anfield Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Anfield Capital Management sold 192 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $22.2K.
Anfield Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
Anfield Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $327K in Q1 2021.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Anfield Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.