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

Glovista 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
-39,153
Closed -$5.21M – 114
2020
Q4 		$5.21M Sell
39,153
-31,297
-44% -$4.16M 1.69% 14
2020
Q3 		$9.41M Buy
+70,450
New +$9.41M 3.34% 8
2015
Q4 		– Sell
-8,691
Closed -$1.08M – 84
2015
Q3 		$1.08M Hold
8,691
– – 0.16% 29
2015
Q2 		$1.07M Sell
8,691
-36,872
-81% -$4.55M 0.12% 37
2015
Q1 		$5.66M Buy
45,563
+35,271
+343% +$4.36M 0.63% 29
2014
Q4 		$1.26M Buy
+10,292
New +$1.26M 0.16% 34

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $10.6B AUM 19.73% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glovista Investments's IEI Position: Q1 2021 in Review

Glovista Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 39,153 shares — an estimated $5.21M sold.

Glovista Investments first reported a position in IEI in Q4 2014 and held it in 6 quarters. The position peaked at $9.41M in Q3 2020. 508 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

  • Glovista Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Glovista Investments sold 39,153 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $5.21M.
  • Glovista Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and held it in 6 quarters.
  • Glovista Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $9.41M in Q3 2020.
  • 508 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Glovista Investments's 13F filing for Q1 2021, filed 17 May 2021.