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Asset Planning Services (Pennsylvania)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-9
Closed -$1K – 158
2019
Q3 		$1K Buy
+9
New +$1.14K ﹤0.01% 258
2019
Q1 		– Sell
-3
Closed – – 265
2018
Q4 		$0 Buy
+3
New +$358 ﹤0.01% 271

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IEI Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2019, closing a stake of 9 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in IEI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 406 funds tracked by Wall St. Rank hold IEI as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 9 iShares 3-7 Year Treasury Bond ETF shares in Q4 2019, an estimated $1K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s iShares 3-7 Year Treasury Bond ETF position peaked at $1K in Q3 2019.
  • 406 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.