Cordasco Financial Network’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cordasco Financial 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
2022 Q2	$29K	Buy	240 +201	+515%	+$24K	0.02%	243
2022 Q1	$5K	Hold	39	–	–	﹤0.01%	453
2021 Q4	$5K	Hold	39	–	–	﹤0.01%	459
2021 Q3	$5K	Hold	39	–	–	﹤0.01%	469
2021 Q2	$5K	Hold	39	–	–	﹤0.01%	469
2021 Q1	$5K	Hold	39	–	–	﹤0.01%	465
2020 Q4	$5K	Hold	39	–	–	﹤0.01%	414
2020 Q3	$5K	Hold	39	–	–	﹤0.01%	401
2020 Q2	$5K	Buy	39 +32	+457%	+$4.26K	﹤0.01%	365
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	436
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	432
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	457
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	436
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	436
2018 Q4	$1K	Hold	7	–	–	﹤0.01%	374
2018 Q3	$1K	Hold	7	–	–	﹤0.01%	346
2018 Q2	$1K	Buy	+7	New	+$837	﹤0.01%	376

Other funds holding IEI

JP Morgan Chase New York $1.56T 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

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

Cordasco Financial Network's IEI Position: Q2 2022 in Review

Cordasco Financial Network increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 515% in Q2 2022, buying an estimated $24K and bringing the position to 240 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #243.

Cordasco Financial Network first reported a position in IEI in Q2 2018 and has held it in 17 quarters since. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Cordasco Financial Network held 240 shares of iShares 3-7 Year Treasury Bond ETF worth $29K as of Q2 2022.
Cordasco Financial Network bought 201 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $24K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Cordasco Financial Network's portfolio in Q2 2022, its #243 holding.
Cordasco Financial Network first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and has held it in 17 quarters since.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.