Clear Creek Financial Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Clear Creek Financial Management’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 Q4	–	Sell	-1,756	Closed	-$229K	–	373
2021 Q3	$229K	Sell	1,756 -38	-2%	-$4.98K	0.04%	273
2021 Q2	$234K	Buy	+1,794	New	+$234K	0.04%	265
2021 Q1	–	Sell	-1,948	Closed	-$259K	–	142
2020 Q4	$259K	Sell	1,948 -34,391	-95%	-$4.57M	0.05%	253
2020 Q3	$4.85M	Buy	36,339 +34,617	+2,010%	+$4.63M	0.22%	52
2020 Q2	$230K	Buy	+1,722	New	+$230K	0.06%	213

Other funds holding IEI

PCA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clear Creek Financial Management's IEI Position: Q4 2021 in Review

Clear Creek Financial Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 1,756 shares — an estimated $229K sold.

Clear Creek Financial Management first reported a position in IEI in Q2 2020 and held it in 5 quarters. The position peaked at $4.85M in Q3 2020. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

Clear Creek Financial Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Clear Creek Financial Management sold 1,756 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $229K.
Clear Creek Financial Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 5 quarters.
Clear Creek Financial Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.85M in Q3 2020.
535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Clear Creek Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.