Cardan Capital Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cardan Capital Partners’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 Q3	$12.7M	Buy	+97,921	New	+$12.8M	1.43%	13
2021 Q1	–	Sell	-47,940	Closed	-$6.38M	–	251
2020 Q4	$6.38M	Sell	47,940 -29,664	-38%	-$3.94M	0.79%	36
2020 Q3	$10.4M	Sell	77,604 -4,250	-5%	-$568K	1.38%	14
2020 Q2	$10.9M	Buy	+81,854	New	+$10.9M	1.56%	10

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

PCA

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cardan Capital Partners's IEI Position: Q3 2021 in Review

Cardan Capital Partners opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021: 97,921 shares worth $12.7M. The stake represents 1.43% of the portfolio and ranks #13 among its holdings. This is a return to the name: Cardan Capital Partners previously reported a position in IEI as recently as Q4 2020.

Cardan Capital Partners first reported a position in IEI in Q2 2020 and has held it in 4 quarters since. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

Cardan Capital Partners held 97,921 shares of iShares 3-7 Year Treasury Bond ETF worth $12.7M as of Q3 2021.
iShares 3-7 Year Treasury Bond ETF was a new Cardan Capital Partners position in Q3 2021.
iShares 3-7 Year Treasury Bond ETF made up 1.43% of Cardan Capital Partners's portfolio in Q3 2021, its #13 holding.
Cardan Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 4 quarters since.
496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.