Claraphi Advisory Network’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-203	Closed	-$27K	–	697
2020 Q1	$27K	Buy	+203	New	+$26.2K	0.01%	581
2019 Q4	–	Sell	-2	Closed	–	–	287
2019 Q3	$0	Buy	+2	New	+$253	﹤0.01%	416
2019 Q2	–	Sell	-1,948	Closed	-$240K	–	254
2019 Q1	$240K	Sell	1,948 -1,083	-36%	-$132K	0.15%	176
2018 Q4	$368K	Buy	+3,031	New	+$362K	0.28%	99

Other funds holding IEI

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

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

SCM

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

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

PCA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claraphi Advisory Network's IEI Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 203 shares — an estimated $27K sold.

Claraphi Advisory Network first reported a position in IEI in Q4 2018 and held it in 4 quarters. The position peaked at $368K in Q4 2018. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 203 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $27K.
Claraphi Advisory Network first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Claraphi Advisory Network's iShares 3-7 Year Treasury Bond ETF position peaked at $368K in Q4 2018.
492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.