EC
IEI icon

Estate Counselors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Estate Counselors’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
-62,400
Closed -$8.11M – 171
2021
Q1 		$8.11M Sell
62,400
-5,450
-8% -$717K 1.19% 31
2020
Q4 		$9.02M Sell
67,850
-1,645
-2% -$219K 1.36% 24
2020
Q3 		$9.28M Sell
69,495
-5,825
-8% -$778K 1.44% 24
2020
Q2 		$10.1M Sell
75,320
-4,005
-5% -$534K 1.61% 19
2020
Q1 		$10.6M Buy
79,325
+5,575
+8% +$718K 1.74% 20
2019
Q4 		$9.27M Buy
73,750
+1,000
+1% +$126K 1.36% 32
2019
Q3 		$9.22M Buy
72,750
+49,500
+213% +$6.26M 1.42% 29
2019
Q2 		$2.92M Sell
23,250
-45,000
-66% -$5.57M 0.46% 52
2019
Q1 		$8.41M Buy
68,250
+44,950
+193% +$5.47M 1.44% 30
2018
Q4 		$2.83M Buy
+23,300
New +$2.78M 0.57% 49
2016
Q3 		– Sell
-39,830
Closed -$5.07M – 55
2016
Q2 		$5.07M Buy
39,830
+6,350
+19% +$799K 2.02% 22
2016
Q1 		$4.22M Buy
+33,480
New +$4.18M 1.86% 22

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Estate Counselors's IEI Position: Q2 2021 in Review

Estate Counselors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 62,400 shares — an estimated $8.11M sold.

Estate Counselors first reported a position in IEI in Q1 2016 and held it in 12 quarters. The position peaked at $10.6M in Q1 2020. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

  • Estate Counselors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Estate Counselors sold 62,400 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $8.11M.
  • Estate Counselors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 12 quarters.
  • Estate Counselors's iShares 3-7 Year Treasury Bond ETF position peaked at $10.6M in Q1 2020.
  • 489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on Estate Counselors's 13F filing for Q2 2021, filed 3 Aug 2021.