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Atlas Private Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Atlas Private Wealth 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
2020
Q1 		– Sell
-76
Closed -$10K – 466
2019
Q4 		$10K Buy
+76
New +$9.6K 0.01% 347

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Creative Planning
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Bank of America
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PCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Atlas Private Wealth Management's IEI Position: Q1 2020 in Review

Atlas Private Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2020, closing a stake of 76 shares — an estimated $10K sold.

Atlas Private Wealth Management first reported a position in IEI in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 461 funds tracked by Wall St. Rank hold IEI as of Q1 2020.

  • Atlas Private Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 76 iShares 3-7 Year Treasury Bond ETF shares in Q1 2020, an estimated $10K.
  • Atlas Private Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Atlas Private Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $10K in Q4 2019.
  • 461 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2020.

Based on Atlas Private Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.