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

Herold 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 Q2	–	Sell	-174	Closed	-$21.2K	–	398
2022 Q1	$21.2K	Buy	+174	New	+$21.8K	0.01%	502
2021 Q4	–	Sell	-174	Closed	-$22K	–	389
2021 Q3	$22K	Buy	+174	New	+$22.8K	0.01%	502

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

Herold Advisors's IEI Position: Q2 2022 in Review

Herold Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 174 shares — an estimated $21.2K sold.

Herold Advisors first reported a position in IEI in Q3 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Herold Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 174 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $21.2K.
Herold Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $22K in Q3 2021.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.