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Ford Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ford Financial 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
-115
Closed -$14K – 289
2021
Q4 		$14K Buy
+115
New +$14.8K ﹤0.01% 311
2021
Q3 		– Sell
-115
Closed -$15K – 299
2021
Q2 		$15K Buy
+115
New +$15K 0.01% 310

Other funds holding IEI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Ford Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 115 shares — an estimated $14K sold.

Ford Financial Group first reported a position in IEI in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

  • Ford Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 115 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $14K.
  • Ford Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $15K in Q2 2021.
  • 536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.