Financial Advocates Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Financial Advocates Investment 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
2023 Q1	–	Sell	-1,509	Closed	-$217K	–	779
2022 Q4	$217K	Buy	+1,509	New	+$173K	0.02%	662
2021 Q2	–	Sell	-1,710	Closed	-$222K	–	785
2021 Q1	$222K	Sell	1,710 -310	-15%	-$40.8K	0.02%	689
2020 Q4	$258K	Sell	2,020 -1,234	-38%	-$164K	0.02%	608
2020 Q3	$435K	Sell	3,254 -4,220	-56%	-$564K	0.04%	400
2020 Q2	$994K	Buy	7,474 +3,126	+72%	+$417K	0.09%	247
2020 Q1	$580K	Buy	4,348 +396	+10%	+$51K	0.08%	252
2019 Q4	$497K	Buy	+3,952	New	+$499K	0.05%	315

Other funds holding IEI

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Advocates Investment Management's IEI Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 1,509 shares — an estimated $217K sold.

Financial Advocates Investment Management first reported a position in IEI in Q4 2019 and held it in 7 quarters. The position peaked at $994K in Q2 2020. 582 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Financial Advocates Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 1,509 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $217K.
Financial Advocates Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 7 quarters.
Financial Advocates Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $994K in Q2 2020.
582 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.