Boyd Watterson Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Boyd Watterson Asset 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 Q4	–	Sell	-9,407	Closed	-$1.26M	–	136
2020 Q3	$1.26M	Buy	9,407 +534	+6%	+$71.4K	0.69%	48
2020 Q2	$1.19M	Sell	8,873 -3,670	-29%	-$489K	0.8%	40
2020 Q1	$1.67M	Buy	12,543 +4,760	+61%	+$613K	1.37%	21
2019 Q4	$979K	Buy	+7,783	New	+$983K	0.64%	50
2014 Q4	–	Sell	-3,252	Closed	-$395K	–	176
2014 Q3	$395K	Buy	+3,252	New	+$395K	0.17%	138

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boyd Watterson Asset Management's IEI Position: Q4 2020 in Review

Boyd Watterson Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2020, closing a stake of 9,407 shares — an estimated $1.26M sold.

Boyd Watterson Asset Management first reported a position in IEI in Q3 2014 and held it in 5 quarters. The position peaked at $1.67M in Q1 2020. 510 funds tracked by Wall St. Rank hold IEI as of Q4 2020.

Boyd Watterson Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Boyd Watterson Asset Management sold 9,407 iShares 3-7 Year Treasury Bond ETF shares in Q4 2020, an estimated $1.26M.
Boyd Watterson Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2014 and held it in 5 quarters.
Boyd Watterson Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.67M in Q1 2020.
510 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2020.

Based on Boyd Watterson Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.