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FEG
Financial Enhancement Group’s
iShares 3-7 Year Treasury Bond ETF
IEI
Stock Holding History
Financial Enhancement Group’s Portfolio
IEI Stock Details
IEI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-249
Closed
-$32K
–
326
2021
Q4
$32K
Hold
249
–
–
0.01%
156
2021
Q3
$32K
Hold
249
–
–
0.01%
154
2021
Q2
$32K
Hold
249
–
–
0.01%
141
2021
Q1
$32K
Hold
249
–
–
0.01%
136
2020
Q4
$33K
Hold
249
–
–
0.01%
153
2020
Q3
$33K
Hold
249
–
–
0.01%
137
2020
Q2
$33K
Hold
249
–
–
0.01%
136
2020
Q1
$33K
Hold
249
–
–
0.01%
143
2019
Q4
$31K
Hold
249
–
–
0.01%
144
2019
Q3
$32K
Hold
249
–
–
0.01%
145
2019
Q2
$31K
Buy
+249
New
+$30.8K
0.01%
140
2016
Q2
–
Sell
-23,707
Closed
-$2.99M
–
46
2016
Q1
$2.99M
Sell
23,707
-5,403
-19%
-$675K
1.95%
18
2015
Q4
$3.57M
Sell
29,110
-940
-3%
-$116K
2.19%
17
2015
Q3
$3.75M
Sell
30,050
-9,667
-24%
-$1.19M
2.47%
15
2015
Q2
$4.88M
Buy
+39,717
New
+$4.9M
3.07%
10
Other funds holding IEI
PCA
Personal Capital Advisors
Redwood City, California
$20.6B AUM
13.65%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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