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

FormulaFolio Investments’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	-81,824	Closed	-$10.9M	–	614
2020 Q4	$10.9M	Buy	81,824 +30,782	+60%	+$4.09M	0.23%	82
2020 Q3	$6.82M	Sell	51,042 -42,790	-46%	-$5.72M	0.26%	52
2020 Q2	$12.5M	Buy	93,832 +89,832	+2,246%	+$12M	0.51%	35
2020 Q1	$533K	Sell	4,000 -10,158	-72%	-$1.31M	0.03%	170
2019 Q4	$1.78M	Sell	14,158 -192	-1%	-$24.2K	0.06%	124
2019 Q3	$1.82M	Buy	+14,350	New	+$1.81M	0.07%	113

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

FormulaFolio Investments's IEI Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 81,824 shares — an estimated $10.9M sold.

FormulaFolio Investments first reported a position in IEI in Q3 2019 and held it in 6 quarters. The position peaked at $12.5M in Q2 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

FormulaFolio Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 81,824 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $10.9M.
FormulaFolio Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
FormulaFolio Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $12.5M in Q2 2020.
509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.