CWAF
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Core Wealth Advisors (Florida)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Core Wealth Advisors (Florida)’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
Q3 		– Sell
-300
Closed -$36K – 225
2022
Q2 		$36K Buy
+300
New +$35.9K 0.02% 81
2021
Q2 		– Sell
-30,934
Closed -$4.02M – 193
2021
Q1 		$4.02M Buy
30,934
+4,564
+17% +$600K 3.54% 8
2020
Q4 		$3.51M Sell
26,370
-4,151
-14% -$552K 3.13% 8
2020
Q3 		$4.08M Buy
30,521
+4,289
+16% +$573K 3.82% 8
2020
Q2 		$3.51M Sell
26,232
-21,918
-46% -$2.92M 3.09% 11
2020
Q1 		$6.42M Buy
48,150
+2,525
+6% +$325K 4.89% 7
2019
Q4 		$5.74M Buy
+45,625
New +$5.76M 3.29% 13

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Financial Engines Advisors
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Envestnet Asset Management
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return