B. Riley Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

B. Riley 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
2022 Q2	$252	Buy	+2,110	New	+$252K	﹤0.01%	587
2022 Q1	–	Sell	-2,645	Closed	-$340K	–	657
2021 Q4	$340K	Buy	2,645 +88	+3%	+$11.4K	0.02%	440
2021 Q3	$333K	Buy	+2,557	New	+$335K	0.03%	430
2015 Q2	–	Sell	-44	Closed	-$5K	–	1041
2015 Q1	$5K	Hold	44	–	–	﹤0.01%	859
2014 Q4	$5K	Hold	44	–	–	﹤0.01%	847
2014 Q3	$5K	Hold	44	–	–	﹤0.01%	898
2014 Q2	$5K	Hold	44	–	–	﹤0.01%	937
2014 Q1	$5K	Buy	+44	New	+$5.33K	﹤0.01%	886

Other funds holding IEI

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

B. Riley Wealth Management's IEI Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022: 2,110 shares worth $252. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IEI as recently as Q4 2021.

B. Riley Wealth Management first reported a position in IEI in Q1 2014 and has held it in 8 quarters since. The position peaked at $340K in Q4 2021. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

B. Riley Wealth Management held 2,110 shares of iShares 3-7 Year Treasury Bond ETF worth $252 as of Q2 2022.
iShares 3-7 Year Treasury Bond ETF was a new B. Riley Wealth Management position in Q2 2022.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #587 holding.
B. Riley Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2014 and has held it in 8 quarters since.
B. Riley Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $340K in Q4 2021.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.