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Deane Retirement Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Deane Retirement Strategies’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
Q1 		– Sell
-82,824
Closed -$11M – 71
2020
Q4 		$11M Buy
+82,824
New +$11M 6.71% 1
2020
Q3 		– Sell
-79,108
Closed -$10.6M – 67
2020
Q2 		$10.6M Buy
79,108
+1,264
+2% +$168K 7.72% 4
2020
Q1 		$10.4M Buy
77,844
+175
+0.2% +$22.5K 7.69% 4
2019
Q4 		$9.77M Buy
77,669
+1,251
+2% +$158K 6.69% 2
2019
Q3 		$9.69M Buy
76,418
+3,280
+4% +$414K 6.91% 3
2019
Q2 		$9.2M Sell
73,138
-3,673
-5% -$454K 7.85% 2
2019
Q1 		$9.46M Sell
76,811
-11,817
-13% -$1.44M 8.25% 3
2018
Q4 		$10.8M Buy
88,628
+975
+1% +$116K 9.78% 2
2018
Q3 		$10.4M Buy
87,653
+50,537
+136% +$6.04M 9.42% 3
2018
Q2 		$4.45M Buy
37,116
+451
+1% +$53.9K 4.23% 5
2018
Q1 		$4.42M Sell
36,665
-239
-0.6% -$28.8K 4.53% 5
2017
Q4 		$4.51M Sell
36,904
-282
-0.8% -$34.6K 4.19% 4
2017
Q3 		$4.59M Buy
37,186
+33,296
+856% +$4.13M 4.43% 5
2017
Q2 		$481K Buy
3,890
+2,408
+162% +$298K 0.39% 44
2017
Q1 		$182K Sell
1,482
-3
-0.2% -$368 0.15% 31
2016
Q4 		$182K Sell
1,485
-13
-0.9% -$1.61K 0.16% 34
2016
Q3 		$190K Sell
1,498
-35
-2% -$4.43K 0.17% 32
2016
Q2 		$195K Sell
1,533
-269
-15% -$33.9K 0.18% 28
2016
Q1 		$227K Sell
1,802
-128
-7% -$16K 0.21% 35
2015
Q4 		$237K Sell
1,930
-95
-5% -$11.7K 0.24% 31
2015
Q3 		$252K Buy
2,025
+1,633
+417% +$202K 0.25% 32
2015
Q2 		$204K Buy
392
+103
+36% +$12.7K 0.21% 26
2015
Q1 		$36K Buy
289
+212
+275% +$26.2K 0.03% 34
2014
Q4 		$9K Buy
+77
New +$9.43K 0.01% 40

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deane Retirement Strategies's IEI Position: Q1 2021 in Review

Deane Retirement Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 82,824 shares — an estimated $11M sold.

Deane Retirement Strategies first reported a position in IEI in Q4 2014 and held it in 24 quarters. The position peaked at $11M in Q4 2020. 508 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

  • Deane Retirement Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Deane Retirement Strategies sold 82,824 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $11M.
  • Deane Retirement Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and held it in 24 quarters.
  • Deane Retirement Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $11M in Q4 2020.
  • 508 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Deane Retirement Strategies's 13F filing for Q1 2021, filed 8 Apr 2021.