Global Financial Private Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Global Financial Private Capital’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
2020 Q2	$14.5M	Buy	+108,326	New	+$14.4M	0.91%	32
2017 Q4	–	Sell	-44,498	Closed	-$5.5M	–	546
2017 Q3	$5.5M	Buy	44,498 +1,535	+4%	+$190K	0.2%	86
2017 Q2	$5.31M	Buy	42,963 +2,384	+6%	+$295K	0.26%	79
2017 Q1	$4.99M	Buy	+40,579	New	+$4.98M	0.25%	79

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

PCA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Financial Private Capital's IEI Position: Q2 2020 in Review

Global Financial Private Capital opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020: 108,326 shares worth $14.5M. The stake represents 0.91% of the portfolio and ranks #32 among its holdings. This is a return to the name: Global Financial Private Capital previously reported a position in IEI as recently as Q3 2017.

Global Financial Private Capital first reported a position in IEI in Q1 2017 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

Global Financial Private Capital held 108,326 shares of iShares 3-7 Year Treasury Bond ETF worth $14.5M as of Q2 2020.
iShares 3-7 Year Treasury Bond ETF was a new Global Financial Private Capital position in Q2 2020.
iShares 3-7 Year Treasury Bond ETF made up 0.91% of Global Financial Private Capital's portfolio in Q2 2020, its #32 holding.
Global Financial Private Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and has held it in 4 quarters since.
492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.