CC
IEI icon

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

Cadinha & 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
2022
Q3 		– Sell
-4,282
Closed -$511K – 99
2022
Q2 		$511K Sell
4,282
-2,997
-41% -$358K 0.11% 63
2022
Q1 		$888K Buy
7,279
+397
+6% +$49.8K 0.13% 64
2021
Q4 		$886K Buy
6,882
+590
+9% +$76.2K 0.12% 66
2021
Q3 		$819K Buy
6,292
+731
+13% +$95.9K 0.12% 69
2021
Q2 		$726K Buy
5,561
+311
+6% +$40.6K 0.1% 72
2021
Q1 		$682K Buy
5,250
+518
+11% +$68.1K 0.1% 70
2020
Q4 		$629K Buy
4,732
+905
+24% +$120K 0.09% 68
2020
Q3 		$511K Buy
+3,827
New +$511K 0.09% 66
2020
Q1 		– Sell
-2,239
Closed -$282K – 105
2019
Q4 		$282K Buy
2,239
+278
+14% +$35.1K 0.04% 107
2019
Q3 		$249K Buy
+1,961
New +$248K 0.04% 105

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return