Danda Trouve Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Danda Trouve Investment Management’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	$2.7M	Sell	23,620 -898	-4%	-$106K	4.99%	9
2022 Q2	$2.93M	Buy	24,518 +252	+1%	+$30.1K	4.5%	11
2022 Q1	$2.96M	Buy	24,266 +19,452	+404%	+$2.44M	3.7%	12
2021 Q4	$619K	Sell	4,814 -2,461	-34%	-$318K	0.7%	27
2021 Q3	$947K	Sell	7,275 -2,624	-27%	-$344K	1.14%	27
2021 Q2	$1.29M	Sell	9,899 -4,291	-30%	-$560K	1.53%	25
2021 Q1	$1.84M	Sell	14,190 -5,577	-28%	-$734K	2.27%	18
2020 Q4	$2.63M	Buy	19,767 +130	+0.7%	+$17.3K	3.21%	13
2020 Q3	$2.62M	Buy	19,637 +247	+1%	+$33K	3.58%	13
2020 Q2	$2.59M	Buy	19,390 +152	+0.8%	+$20.3K	3.92%	10
2020 Q1	$2.56M	Buy	19,238 +475	+3%	+$61.2K	5.32%	8
2019 Q4	$2.36M	Buy	+18,763	New	+$2.37M	3.39%	12

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Danda Trouve Investment Management's IEI Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.7% in Q3 2022, selling an estimated $106K and leaving 23,620 shares worth $2.7M. The position accounts for 4.99% of the portfolio, ranked #9.

Danda Trouve Investment Management first reported a position in IEI in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.96M in Q1 2022. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Danda Trouve Investment Management held 23,620 shares of iShares 3-7 Year Treasury Bond ETF worth $2.7M as of Q3 2022.
Danda Trouve Investment Management sold 898 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $106K.
iShares 3-7 Year Treasury Bond ETF made up 4.99% of Danda Trouve Investment Management's portfolio in Q3 2022, its #9 holding.
Danda Trouve Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.96M in Q1 2022.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.