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Compass Ion Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Compass Ion Advisors’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
2022
Q2 		– Sell
-19,618
Closed -$2.39M – 84
2022
Q1 		$2.39M Buy
19,618
+840
+4% +$105K 0.74% 20
2021
Q4 		$2.42M Buy
18,778
+4,117
+28% +$532K 0.78% 22
2021
Q3 		$1.91M Buy
14,661
+8,086
+123% +$1.06M 0.69% 20
2021
Q2 		$858K Buy
6,575
+390
+6% +$50.9K 0.33% 37
2021
Q1 		$803K Buy
6,185
+297
+5% +$39.1K 0.33% 34
2020
Q4 		$783K Sell
5,888
-312
-5% -$41.5K 0.3% 32
2020
Q3 		$828K Buy
6,200
+3,101
+100% +$414K 0.53% 25
2020
Q2 		$414K Buy
3,099
+471
+18% +$62.8K 0.37% 31
2020
Q1 		$350K Buy
+2,628
New +$339K 0.32% 29

Other funds holding IEI

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return