Bison Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bison Wealth’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 Q3	–	Sell	-136	Closed	-$16K	–	279
2022 Q2	$16K	Hold	136	–	–	0.01%	271
2022 Q1	$17K	Buy	+136	New	+$17.1K	0.01%	310
2020 Q3	–	Sell	-13	Closed	-$2K	–	377
2020 Q2	$2K	Hold	13	–	–	﹤0.01%	340
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	321
2019 Q4	$2K	Buy	+13	New	+$1.64K	﹤0.01%	383

Other funds holding IEI

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bison Wealth's IEI Position: Q3 2022 in Review

Bison Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 136 shares — an estimated $16K sold.

Bison Wealth first reported a position in IEI in Q4 2019 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Bison Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 136 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $16K.
Bison Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Bison Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $17K in Q1 2022.
539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.