Cavalier Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cavalier Investments’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	–	Sell	-20,243	Closed	-$2.64M	–	101
2021 Q2	$2.64M	Buy	20,243 +48	+0.2%	+$6.27K	0.95%	42
2021 Q1	$2.62M	Sell	20,195 -6,662	-25%	-$876K	1.14%	31
2020 Q4	$3.57M	Buy	26,857 +20,139	+300%	+$2.68M	1.63%	19
2020 Q3	$897K	Sell	6,718 -1,184	-15%	-$158K	0.61%	34
2020 Q2	$1.06M	Buy	7,902 +22	+0.3%	+$2.93K	0.61%	54
2020 Q1	$1.05M	Buy	+7,880	New	+$1.02M	0.62%	39
2019 Q2	–	Sell	-33,838	Closed	-$4.17M	–	129
2019 Q1	$4.17M	Sell	33,838 -14,813	-30%	-$1.8M	1.71%	14
2018 Q4	$5.91M	Buy	+48,651	New	+$5.8M	1.9%	12

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

Cavalier Investments's IEI Position: Q3 2021 in Review

Cavalier Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 20,243 shares — an estimated $2.64M sold.

Cavalier Investments first reported a position in IEI in Q4 2018 and held it in 8 quarters. The position peaked at $5.91M in Q4 2018. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

Cavalier Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Cavalier Investments sold 20,243 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $2.64M.
Cavalier Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 8 quarters.
Cavalier Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $5.91M in Q4 2018.
496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Cavalier Investments's 13F filing for Q3 2021, filed 2 Nov 2021.