Capital Advisory Group Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-142	Closed	-$18K	–	312
2021 Q3	$18K	Hold	142	–	–	0.01%	343
2021 Q2	$19K	Sell	142 -183	-56%	-$23.9K	0.01%	335
2021 Q1	$42K	Sell	325 -489	-60%	-$64.3K	0.02%	259
2020 Q4	$108K	Sell	814 -768	-49%	-$102K	0.05%	205
2020 Q3	$211K	Sell	1,582 -346	-18%	-$46.2K	0.11%	130
2020 Q2	$258K	Sell	1,928 -352	-15%	-$46.9K	0.14%	105
2020 Q1	$306K	Sell	2,280 -6,252	-73%	-$806K	0.38%	48
2019 Q4	$1.08M	Sell	8,532 -10,084	-54%	-$1.27M	0.57%	36
2019 Q3	$2.36M	Sell	18,616 -611	-3%	-$77.2K	1.57%	15
2019 Q2	$2.42M	Sell	19,227 -432	-2%	-$53.4K	1.61%	14
2019 Q1	$2.42M	Buy	+19,659	New	+$2.39M	1.74%	13

Other funds holding IEI

PCA

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

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Advisory Group Advisory Services's IEI Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 142 shares — an estimated $18K sold.

Capital Advisory Group Advisory Services first reported a position in IEI in Q1 2019 and held it in 11 quarters. The position peaked at $2.42M in Q1 2019. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 142 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $18K.
Capital Advisory Group Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 11 quarters.
Capital Advisory Group Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $2.42M in Q1 2019.
535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.