Gofen & Glossberg’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Gofen & Glossberg’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 Q2	–	Sell	-1,688	Closed	-$206K	–	584
2022 Q1	$206K	Buy	1,688 +40	+2%	+$5.02K	﹤0.01%	548
2021 Q4	$212K	Hold	1,648	–	–	﹤0.01%	549
2021 Q3	$215K	Hold	1,648	–	–	0.01%	537
2021 Q2	$215K	Sell	1,648 -854	-34%	-$111K	0.01%	516
2021 Q1	$325K	Sell	2,502 -4,773	-66%	-$628K	0.01%	398
2020 Q4	$967K	Hold	7,275	–	–	0.03%	234
2020 Q3	$972K	Hold	7,275	–	–	0.03%	221
2020 Q2	$972K	Hold	7,275	–	–	0.03%	210
2020 Q1	$970K	Buy	7,275 +5,274	+264%	+$680K	0.04%	196
2019 Q4	$252K	Buy	2,001 +31	+2%	+$3.92K	0.01%	406
2019 Q3	$250K	Buy	+1,970	New	+$249K	0.01%	388
2016 Q4	–	Sell	-1,600	Closed	-$202K	–	461
2016 Q3	$202K	Hold	1,600	–	–	0.01%	415
2016 Q2	$204K	Hold	1,600	–	–	0.01%	413
2016 Q1	$202K	Buy	+1,600	New	+$200K	0.01%	422

Other funds holding IEI

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

PCA

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

Gofen & Glossberg's IEI Position: Q2 2022 in Review

Gofen & Glossberg sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 1,688 shares — an estimated $206K sold.

Gofen & Glossberg first reported a position in IEI in Q1 2016 and held it in 14 quarters. The position peaked at $972K in Q3 2020. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Gofen & Glossberg reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Gofen & Glossberg sold 1,688 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $206K.
Gofen & Glossberg first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 14 quarters.
Gofen & Glossberg's iShares 3-7 Year Treasury Bond ETF position peaked at $972K in Q3 2020.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Gofen & Glossberg's 13F filing for Q2 2022, filed 14 Jul 2022.