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Horizon Bancorp’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Horizon Bancorp’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
2020
Q3 		– Sell
-557
Closed -$74K – 252
2020
Q2 		$74K Hold
557
– – 0.08% 150
2020
Q1 		$74K Hold
557
– – 0.11% 156
2019
Q4 		$70K Buy
+557
New +$70.3K 0.07% 181

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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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Bancorp's IEI Position: Q3 2020 in Review

Horizon Bancorp sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 557 shares — an estimated $74K sold.

Horizon Bancorp first reported a position in IEI in Q4 2019 and held it in 3 quarters. The position peaked at $74K in Q2 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

  • Horizon Bancorp reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Horizon Bancorp sold 557 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $74K.
  • Horizon Bancorp first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 3 quarters.
  • Horizon Bancorp's iShares 3-7 Year Treasury Bond ETF position peaked at $74K in Q2 2020.
  • 474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Horizon Bancorp's 13F filing for Q3 2020, filed 12 Nov 2020.