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

Clear Perspectives Financial Planning’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
2023 Q1	–	Sell	-36	Closed	-$4.14K	–	215
2022 Q4	$4.14K	Hold	36	–	–	﹤0.01%	179
2022 Q3	$4K	Hold	36	–	–	﹤0.01%	174
2022 Q2	$4K	Hold	36	–	–	﹤0.01%	185
2022 Q1	$4K	Sell	36 -2,780	-99%	-$349K	﹤0.01%	193
2021 Q4	$362K	Sell	2,816 -4,653	-62%	-$601K	0.15%	46
2021 Q3	$972K	Sell	7,469 -6,076	-45%	-$797K	0.44%	35
2021 Q2	$1.77M	Sell	13,545 -5,438	-29%	-$710K	0.85%	26
2021 Q1	$2.47M	Sell	18,983 -8,942	-32%	-$1.18M	1.43%	21
2020 Q4	$3.71M	Buy	+27,925	New	+$3.71M	2.35%	15

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Perspectives Financial Planning's IEI Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 36 shares — an estimated $4.14K sold.

Clear Perspectives Financial Planning first reported a position in IEI in Q4 2020 and held it in 9 quarters. The position peaked at $3.71M in Q4 2020. 582 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 36 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $4.14K.
Clear Perspectives Financial Planning first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Clear Perspectives Financial Planning's iShares 3-7 Year Treasury Bond ETF position peaked at $3.71M in Q4 2020.
582 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.