Boys Arnold & Co’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Boys Arnold & Co’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 Q2	–	Sell	-8,035	Closed	-$1.07M	–	91
2020 Q1	$1.07M	Hold	8,035	–	–	0.19%	110
2019 Q4	$1.01M	Hold	8,035	–	–	0.14%	131
2019 Q3	$1.02M	Hold	8,035	–	–	0.15%	129
2019 Q2	$1.01M	Sell	8,035 -18	-0.2%	-$2.23K	0.15%	135
2019 Q1	$992K	Sell	8,053 -4,072	-34%	-$496K	0.15%	136
2018 Q4	$1.47M	Hold	12,125	–	–	0.24%	97
2018 Q3	$1.44M	Buy	12,125 +1,018	+9%	+$122K	0.2%	114
2018 Q2	$1.33M	Buy	11,107 +393	+4%	+$47K	0.2%	119
2018 Q1	$1.28M	Buy	10,714 +1,249	+13%	+$151K	0.19%	124
2017 Q4	$1.16M	Buy	9,465 +974	+11%	+$120K	0.17%	133
2017 Q3	$1.05M	Sell	8,491 -2,820	-25%	-$350K	0.17%	137
2017 Q2	$1.4M	Buy	11,311 +1,404	+14%	+$174K	0.18%	111
2017 Q1	$1.22M	Sell	9,907 -5,595	-36%	-$686K	0.19%	123
2016 Q4	$1.9M	Buy	15,502 +7,180	+86%	+$890K	0.32%	89
2016 Q3	$1.05M	Buy	8,322 +1,258	+18%	+$159K	0.18%	132
2016 Q2	$900K	Buy	+7,064	New	+$889K	0.15%	136

Other funds holding IEI

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boys Arnold & Co's IEI Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 8,035 shares — an estimated $1.07M sold.

Boys Arnold & Co first reported a position in IEI in Q2 2016 and held it in 16 quarters. The position peaked at $1.9M in Q4 2016. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

Boys Arnold & Co reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 8,035 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $1.07M.
Boys Arnold & Co first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 16 quarters.
Boys Arnold & Co's iShares 3-7 Year Treasury Bond ETF position peaked at $1.9M in Q4 2016.
492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.