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Doyle Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-35
Closed -$4K – 438
2019
Q2 		$4K Buy
+35
New +$4.33K ﹤0.01% 751
2019
Q1 		– Sell
-30
Closed -$4K – 423
2018
Q4 		$4K Buy
+30
New +$3.58K ﹤0.01% 749

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Doyle Wealth Management's IEI Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2019, closing a stake of 35 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in IEI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 35 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4K in Q2 2019.
  • 369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.