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BBR Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

BBR Partners’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 		– Sell
-6,604
Closed -$806K – 241
2022
Q1 		$806K Buy
+6,604
New +$829K 0.08% 107

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PCA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BBR Partners's IEI Position: Q2 2022 in Review

BBR Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 6,604 shares — an estimated $806K sold.

BBR Partners first reported a position in IEI in Q1 2022 and held it in 1 quarter. The position peaked at $806K in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

  • BBR Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • BBR Partners sold 6,604 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $806K.
  • BBR Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • BBR Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $806K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on BBR Partners's 13F filing for Q2 2022, filed 12 Aug 2022.