F3Logic’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

F3Logic’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	-1,558	Closed	-$207K	–	247
2020 Q4	$207K	Buy	+1,558	New	+$207K	0.03%	211
2019 Q3	–	Sell	-2,084	Closed	-$262K	–	173
2019 Q2	$262K	Sell	2,084 -1,714	-45%	-$212K	0.05%	174
2019 Q1	$468K	Sell	3,798 -162	-4%	-$19.7K	0.1%	131
2018 Q4	$480K	Buy	+3,960	New	+$472K	0.14%	104

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

F3Logic's IEI Position: Q1 2021 in Review

F3Logic sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 1,558 shares — an estimated $207K sold.

F3Logic first reported a position in IEI in Q4 2018 and held it in 4 quarters. The position peaked at $480K in Q4 2018. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

F3Logic reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
F3Logic sold 1,558 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $207K.
F3Logic first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
F3Logic's iShares 3-7 Year Treasury Bond ETF position peaked at $480K in Q4 2018.
509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on F3Logic's 13F filing for Q1 2021, filed 23 Apr 2021.