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

Cascadia 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
2020
Q3 		– Sell
-1,979
Closed -$265K – 212
2020
Q2 		$265K Buy
+1,979
New +$264K 0.08% 149

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SCM
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PCA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cascadia Advisory Services's IEI Position: Q3 2020 in Review

Cascadia Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 1,979 shares — an estimated $265K sold.

Cascadia Advisory Services first reported a position in IEI in Q2 2020 and held it in 1 quarter. The position peaked at $265K in Q2 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

  • Cascadia Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Cascadia Advisory Services sold 1,979 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $265K.
  • Cascadia Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • Cascadia Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $265K in Q2 2020.
  • 474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.