D.B. Root & Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

D.B. Root & Company’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 Q4	–	Sell	-1,685	Closed	-$225K	–	204
2020 Q3	$225K	Sell	1,685 -397	-19%	-$53.1K	0.09%	189
2020 Q2	$278K	Sell	2,082 -19	-0.9%	-$2.53K	0.12%	174
2020 Q1	$280K	Sell	2,101 -164	-7%	-$21.1K	0.14%	162
2019 Q4	$284K	Sell	2,265 -277	-11%	-$35K	0.13%	169
2019 Q3	$322K	Buy	2,542 +134	+6%	+$16.9K	0.15%	160
2019 Q2	$302K	Buy	2,408 +390	+19%	+$48.2K	0.13%	169
2019 Q1	$249K	Buy	2,018 +154	+8%	+$18.7K	0.11%	184
2018 Q4	$226K	Buy	+1,864	New	+$222K	0.11%	172

Other funds holding IEI

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.B. Root & Company's IEI Position: Q4 2020 in Review

D.B. Root & Company sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2020, closing a stake of 1,685 shares — an estimated $225K sold.

D.B. Root & Company first reported a position in IEI in Q4 2018 and held it in 8 quarters. The position peaked at $322K in Q3 2019. 510 funds tracked by Wall St. Rank hold IEI as of Q4 2020.

D.B. Root & Company reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
D.B. Root & Company sold 1,685 iShares 3-7 Year Treasury Bond ETF shares in Q4 2020, an estimated $225K.
D.B. Root & Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 8 quarters.
D.B. Root & Company's iShares 3-7 Year Treasury Bond ETF position peaked at $322K in Q3 2019.
510 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2020.

Based on D.B. Root & Company's 13F filing for Q4 2020, filed 9 Feb 2021.