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DeGreen Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

DeGreen Capital 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
2021
Q3 		$18.9M Buy
145,491
+7,382
+5% +$968K 6.28% 8
2021
Q2 		$18M Buy
138,109
+81,871
+146% +$10.7M 6.05% 7
2021
Q1 		$5.03M Buy
+56,238
New +$7.4M 2.95% 11

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DeGreen Capital Management's IEI Position: Q3 2021 in Review

DeGreen Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.3% in Q3 2021, buying an estimated $968K and bringing the position to 145,491 shares worth $18.9M. The position accounts for 6.28% of the portfolio, ranked #8.

DeGreen Capital Management first reported a position in IEI in Q1 2021 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

  • DeGreen Capital Management held 145,491 shares of iShares 3-7 Year Treasury Bond ETF worth $18.9M as of Q3 2021.
  • DeGreen Capital Management bought 7,382 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $968K.
  • iShares 3-7 Year Treasury Bond ETF made up 6.28% of DeGreen Capital Management's portfolio in Q3 2021, its #8 holding.
  • DeGreen Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on DeGreen Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.