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

Greystone 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
2021
Q4 		– Sell
-72,952
Closed -$9.5M – 87
2021
Q3 		$9.5M Sell
72,952
-53
-0.1% -$6.95K 2.82% 5
2021
Q2 		$9.53M Sell
73,005
-274
-0.4% -$35.8K 2.37% 7
2021
Q1 		$9.57M Buy
73,279
+52,916
+260% +$6.96M 2.41% 5
2020
Q4 		$2.69M Buy
+20,363
New +$2.71M 0.73% 41

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 $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Greystone Financial Group's IEI Position: Q4 2021 in Review

Greystone Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 72,952 shares — an estimated $9.5M sold.

Greystone Financial Group first reported a position in IEI in Q4 2020 and held it in 4 quarters. The position peaked at $9.57M in Q1 2021. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

  • Greystone Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Greystone Financial Group sold 72,952 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $9.5M.
  • Greystone Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
  • Greystone Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $9.57M in Q1 2021.
  • 535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Greystone Financial Group's 13F filing for Q4 2021, filed 1 Feb 2022.