BCMIO
IEI icon

Beacon Capital Management Inc (Ohio)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2021
Q4 		– Sell
-39
Closed -$5K – 70
2021
Q3 		$5K Buy
+39
New +$5.12K ﹤0.01% 72
2016
Q1 		– Sell
-1
Closed – – 258
2015
Q4 		$0 Buy
+1
New +$124 ﹤0.01% 309

Other funds holding IEI

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 $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s IEI Position: Q4 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 39 shares — an estimated $5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IEI in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 39 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $5K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s iShares 3-7 Year Treasury Bond ETF position peaked at $5K in Q3 2021.
  • 535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2021, filed 4 Jan 2022.