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

Bay Harbor 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
Q4 		– Sell
-3,116
Closed -$416K – 441
2020
Q3 		$416K Sell
3,116
-252
-7% -$33.7K 0.21% 53
2020
Q2 		$450K Buy
+3,368
New +$449K 0.24% 55

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SCM
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PCA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bay Harbor Wealth Management's IEI Position: Q4 2020 in Review

Bay Harbor Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2020, closing a stake of 3,116 shares — an estimated $416K sold.

Bay Harbor Wealth Management first reported a position in IEI in Q2 2020 and held it in 2 quarters. The position peaked at $450K in Q2 2020. 510 funds tracked by Wall St. Rank hold IEI as of Q4 2020.

  • Bay Harbor Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 3,116 iShares 3-7 Year Treasury Bond ETF shares in Q4 2020, an estimated $416K.
  • Bay Harbor Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • Bay Harbor Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $450K in Q2 2020.
  • 510 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.