Cutler Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cutler Group’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
2020 Q2	–	Sell	-3,100	Closed	-$2K	–	4596
2020 Q1	$2K	Sell	3,100 -100	-3%	-$12.9K	﹤0.01%	3486
2019 Q4	$8K	Buy	+3,200	New	+$404K	﹤0.01%	2753
2017 Q4	–	Sell	-1,500	Closed	-$13K	–	5326
2017 Q3	$13K	Hold	1,500	–	–	﹤0.01%	3548
2017 Q2	$14K	Buy	+1,500	New	+$186K	﹤0.01%	3799

Other funds holding IEI

JP Morgan Chase

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

Bank of America

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

Financial Engines Advisors

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

Envestnet Asset Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Truist Financial

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

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Janney Montgomery Scott

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