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

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

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Enhancement Group's IEI Position: Q1 2022 in Review

Financial Enhancement Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 249 shares — an estimated $32K sold.

Financial Enhancement Group first reported a position in IEI in Q2 2015 and held it in 15 quarters. The position peaked at $4.88M in Q2 2015. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Financial Enhancement Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Financial Enhancement Group sold 249 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $32K.
Financial Enhancement Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and held it in 15 quarters.
Financial Enhancement Group's iShares 3-7 Year Treasury Bond ETF position peaked at $4.88M in Q2 2015.
536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.