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HC Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

HC Financial Advisors’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
Q1 		– Sell
-3
Closed – – 322
2021
Q4 		$0 Buy
+3
New +$387 ﹤0.01% 330

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HC Financial Advisors's IEI Position: Q1 2022 in Review

HC Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 3 shares.

HC Financial Advisors first reported a position in IEI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

  • HC Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • HC Financial Advisors sold 3 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022.
  • HC Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • HC Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $0 in Q4 2021.
  • 537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.