HFA
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High Falls Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

High Falls 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
2021
Q3 		– Sell
-19,448
Closed -$2.54M – 122
2021
Q2 		$2.54M Sell
19,448
-3,315
-15% -$433K 0.68% 24
2021
Q1 		$2.96M Buy
22,763
+10,728
+89% +$1.41M 0.85% 30
2020
Q4 		$1.6M Buy
+12,035
New +$1.6M 0.46% 32
2016
Q2 		– Sell
-140
Closed -$18K – 161
2016
Q1 		$18K Buy
+140
New +$17.5K 0.01% 128

Other funds holding IEI

WA
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $9.44B AUM 18.1% 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 $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return