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
2023 Q1	–	Hold	0	–	–	–	523
2022 Q4	–	Sell	-83	Closed	-$9.52K	–	508
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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return