Bellwether Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bellwether Advisors’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 Q4	–	Sell	-83	Closed	-$9.52K	–	501
2022 Q3	$9K	Hold	83	–	–	﹤0.01%	270
2022 Q2	$9K	Hold	83	–	–	﹤0.01%	253
2022 Q1	$10K	Hold	83	–	–	﹤0.01%	312
2021 Q4	$10K	Hold	83	–	–	﹤0.01%	335
2021 Q3	$10K	Hold	83	–	–	﹤0.01%	307
2021 Q2	$10K	Sell	83 -28	-25%	-$3.65K	﹤0.01%	265
2021 Q1	$14K	Hold	111	–	–	0.01%	222
2020 Q4	$14K	Buy	+111	New	+$14.8K	0.01%	209

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CSIA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bellwether Advisors's IEI Position: Q4 2022 in Review

Bellwether Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 83 shares — an estimated $9.52K sold.

Bellwether Advisors first reported a position in IEI in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q1 2021. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

Bellwether Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 83 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $9.52K.
Bellwether Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 8 quarters.
Bellwether Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $14K in Q1 2021.
572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.