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Beese Fulmer Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Beese Fulmer Investment 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
Q3 		– Sell
-125
Closed -$17K – 355
2020
Q2 		$17K Buy
+125
New +$16.7K ﹤0.01% 430
2019
Q2 		– Sell
-4,363
Closed -$538K – 183
2019
Q1 		$538K Buy
+4,363
New +$531K 0.11% 108

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beese Fulmer Investment Management's IEI Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 125 shares — an estimated $17K sold.

Beese Fulmer Investment Management first reported a position in IEI in Q1 2019 and held it in 2 quarters. The position peaked at $538K in Q1 2019. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 125 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $17K.
  • Beese Fulmer Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 2 quarters.
  • Beese Fulmer Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $538K in Q1 2019.
  • 474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.