Braun-Bostich & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Braun-Bostich & Associates’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 Q3	–	Sell	-639	Closed	-$85K	–	284
2020 Q2	$85K	Hold	639	–	–	0.08%	110
2020 Q1	$85K	Hold	639	–	–	0.11%	108
2019 Q4	$80K	Buy	+639	New	+$80.7K	0.08%	124
2019 Q3	–	Sell	-639	Closed	-$80K	–	185
2019 Q2	$80K	Sell	639 -527	-45%	-$65.2K	0.08%	154
2019 Q1	$144K	Sell	1,166 -520	-31%	-$63.3K	0.15%	126
2018 Q4	$205K	Hold	1,686	–	–	0.22%	97
2018 Q3	$201K	Sell	1,686 -838	-33%	-$100K	0.19%	98
2018 Q2	$303K	Sell	2,524 -447	-15%	-$53.5K	0.3%	88
2018 Q1	$358K	Buy	2,971 +2,257	+316%	+$272K	0.31%	91
2017 Q4	$87K	Buy	+714	New	+$87.7K	0.07%	148

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

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

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

Braun-Bostich & Associates's IEI Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 639 shares — an estimated $85K sold.

Braun-Bostich & Associates first reported a position in IEI in Q4 2017 and held it in 10 quarters. The position peaked at $358K in Q1 2018. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

Braun-Bostich & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 639 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $85K.
Braun-Bostich & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 10 quarters.
Braun-Bostich & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $358K in Q1 2018.
474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.