ARS Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

ARS Wealth 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
2021 Q1	–	Sell	-1,950	Closed	-$259K	–	134
2020 Q4	$259K	Buy	1,950 +2	+0.1%	+$266	0.06%	103
2020 Q3	$260K	Buy	+1,948	New	+$260K	0.07%	87
2016 Q4	–	Sell	-6,550	Closed	-$829K	–	105
2016 Q3	$829K	Hold	6,550	–	–	0.35%	32
2016 Q2	$834K	Sell	6,550 -191	-3%	-$24K	0.35%	30
2016 Q1	$849K	Buy	6,741 +691	+11%	+$86.3K	0.4%	28
2015 Q4	$742K	Buy	6,050 +2,050	+51%	+$253K	0.38%	26
2015 Q3	$499K	Buy	+4,000	New	+$494K	0.25%	35

Other funds holding IEI

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $10.6B AUM 19.73% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

ARS Wealth Advisors's IEI Position: Q1 2021 in Review

ARS Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 1,950 shares — an estimated $259K sold.

ARS Wealth Advisors first reported a position in IEI in Q3 2015 and held it in 7 quarters. The position peaked at $849K in Q1 2016. 508 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

ARS Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
ARS Wealth Advisors sold 1,950 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $259K.
ARS Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 7 quarters.
ARS Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $849K in Q1 2016.
508 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on ARS Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.