D. Scott Neal’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

D. Scott Neal’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
2021 Q2	–	Sell	-93,695	Closed	-$12.2M	–	52
2021 Q1	$12.2M	Buy	93,695 +1,468	+2%	+$193K	5.46%	6
2020 Q4	$12.3M	Sell	92,227 -737	-0.8%	-$98K	5.99%	5
2020 Q3	$12.4M	Buy	92,964 +7,098	+8%	+$949K	6.97%	4
2020 Q2	$11.5M	Buy	85,866 +9,245	+12%	+$1.23M	7.19%	5
2020 Q1	$10.2M	Buy	+76,621	New	+$9.87M	6.14%	5
2017 Q4	–	Sell	-16	Closed	-$2K	–	178
2017 Q3	$2K	Sell	16 -10,031	-100%	-$1.24M	﹤0.01%	173
2017 Q2	$1.24M	Sell	10,047 -228	-2%	-$28.2K	0.85%	17
2017 Q1	$1.26M	Sell	10,275 -1,410	-12%	-$173K	0.81%	18
2016 Q4	$1.43M	Buy	+11,685	New	+$1.45M	1.02%	15

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

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

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

D. Scott Neal's IEI Position: Q2 2021 in Review

D. Scott Neal sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 93,695 shares — an estimated $12.2M sold.

D. Scott Neal first reported a position in IEI in Q4 2016 and held it in 9 quarters. The position peaked at $12.4M in Q3 2020. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

D. Scott Neal reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
D. Scott Neal sold 93,695 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $12.2M.
D. Scott Neal first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and held it in 9 quarters.
D. Scott Neal's iShares 3-7 Year Treasury Bond ETF position peaked at $12.4M in Q3 2020.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on D. Scott Neal's 13F filing for Q2 2021, filed 2 Aug 2021.