Capital Directions Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Capital Directions Investment Advisors’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	-5,232	Closed	-$619K	–	202
2022 Q2	$926K	Buy	5,232 +5,189	+12,067%	+$620K	0.31%	26
2022 Q1	$5K	Buy	+43	New	+$5.39K	﹤0.01%	249
2018 Q3	–	Sell	-206	Closed	-$25K	–	180
2018 Q2	$25K	Buy	+206	New	+$24.6K	0.01%	100
2017 Q3	–	Sell	-85	Closed	-$11K	–	108
2017 Q2	$11K	Buy	+85	New	+$10.5K	﹤0.01%	84

Other funds holding IEI

JP Morgan Chase New York $1.56T 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capital Directions Investment Advisors's IEI Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 5,232 shares — an estimated $619K sold.

Capital Directions Investment Advisors first reported a position in IEI in Q2 2017 and held it in 4 quarters. The position peaked at $926K in Q2 2022. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Capital Directions Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 5,232 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $619K.
Capital Directions Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and held it in 4 quarters.
Capital Directions Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $926K in Q2 2022.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.